+55.2%
EWT vs IBB
+42.2%
+13.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -2.3% |
| 7D | -10.9% | +2.2% | -13.1% | -11.7% |
| 30D | -17.7% | +6.3% | -24.1% | -19.8% |
| 3M | -5.0% | +16.3% | -21.3% | -11.5% |
| 6M | +7.4% | +30.0% | -22.6% | -6.3% |
| YTD | +52.8% | +31.1% | +21.7% | +32.7% |
| 1Y | +55.2% | +42.0% | +13.2% | +30.7% |
| All | +55.2% | +42.2% | +13.0% | +30.7% |
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