+914.4%
EWT vs IBB
+560.8%
+353.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.7% | +2.3% |
| 7D | +4.0% | +1.4% | +2.5% | +3.2% |
| 30D | +10.3% | +10.5% | -0.2% | +4.7% |
| 3M | +6.1% | +23.6% | -17.6% | -4.9% |
| 6M | +56.6% | +22.6% | +34.0% | +40.9% |
| YTD | +76.6% | +25.7% | +50.9% | +56.7% |
| 1Y | +97.9% | +51.4% | +46.5% | +59.8% |
| 3Y | +198.0% | +64.4% | +133.6% | +128.9% |
| 5Y | +151.8% | +22.1% | +129.6% | +120.5% |
| 10Y | +514.1% | +132.5% | +381.7% | +271.8% |
| All | +914.4% | +560.8% | +353.6% | +180.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling