+154.5%
EWT vs IBB
+20.0%
+134.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | +2.1% | -3.9% | +6.0% | +4.1% |
| 30D | +9.4% | +2.7% | +6.6% | +7.7% |
| 3M | +10.9% | +21.4% | -10.5% | +0.3% |
| 6M | +57.9% | +20.1% | +37.9% | +43.5% |
| YTD | +75.9% | +21.9% | +54.1% | +58.5% |
| 1Y | +89.7% | +44.1% | +45.6% | +57.2% |
| 3Y | +200.9% | +63.4% | +137.5% | +132.2% |
| 5Y | +154.5% | +19.8% | +134.7% | +119.6% |
| All | +154.5% | +20.0% | +134.5% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling