+97.9%
EWT vs IBB
+51.5%
+46.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.7% | +2.2% |
| 7D | +4.0% | +1.4% | +2.5% | +3.3% |
| 30D | +10.3% | +10.5% | -0.2% | +5.0% |
| 3M | +6.1% | +23.6% | -17.6% | -5.3% |
| 6M | +56.6% | +22.6% | +34.0% | +39.6% |
| YTD | +76.6% | +25.7% | +50.9% | +55.8% |
| 1Y | +97.9% | +51.4% | +46.5% | +63.0% |
| All | +97.9% | +51.5% | +46.4% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling