+462.7%
EWT vs IBB
+133.2%
+329.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +5.6% |
| 7D | +3.2% | -1.4% | +4.6% | +4.2% |
| 30D | -12.3% | +6.8% | -19.1% | -14.8% |
| 3M | -3.6% | +9.2% | -12.8% | -7.6% |
| 6M | +3.1% | +28.3% | -25.2% | -8.8% |
| YTD | +57.7% | +29.4% | +28.3% | +38.9% |
| 1Y | +60.3% | +33.2% | +27.1% | +39.1% |
| 3Y | +163.4% | +90.2% | +73.2% | +91.7% |
| 5Y | +127.4% | +44.0% | +83.5% | +85.3% |
| 10Y | +462.7% | +133.1% | +329.6% | +262.6% |
| All | +462.7% | +133.2% | +329.5% | +262.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling