+1,248.0%
EWY vs IBB
+584.7%
+663.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +2.1% |
| 7D | -6.3% | +2.7% | -9.0% | -7.4% |
| 30D | -19.8% | +6.3% | -26.2% | -22.4% |
| 3M | -14.4% | +11.1% | -25.5% | -19.5% |
| 6M | -25.3% | +29.2% | -54.5% | -35.6% |
| YTD | +46.2% | +30.2% | +15.9% | +26.0% |
| 1Y | +58.3% | +39.5% | +18.8% | +31.0% |
| 3Y | +155.0% | +92.3% | +62.6% | +73.2% |
| 5Y | +99.5% | +43.0% | +56.5% | +58.3% |
| 10Y | +219.4% | +137.1% | +82.3% | +82.0% |
| All | +1,248.0% | +584.7% | +663.2% | +221.9% |
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