+164.3%
EWY vs IBB
+51.5%
+112.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +5.3% |
| 7D | +4.8% | +1.4% | +3.4% | +3.6% |
| 30D | +11.7% | +10.5% | +1.2% | +2.2% |
| 3M | -7.4% | +23.6% | -31.0% | -23.6% |
| 6M | +40.6% | +22.6% | +17.9% | +16.4% |
| YTD | +94.3% | +25.7% | +68.6% | +59.2% |
| 1Y | +164.3% | +51.4% | +112.9% | +101.2% |
| All | +164.3% | +51.5% | +112.8% | +101.2% |
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