+6.2%
EXE vs IBB
+45.6%
-39.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | -1.8% | -1.7% | -0.1% | -1.7% |
| 30D | +6.4% | +4.9% | +1.5% | +6.1% |
| 3M | +9.2% | +24.2% | -15.0% | +7.8% |
| 6M | -7.0% | +23.8% | -30.8% | -8.4% |
| YTD | -9.5% | +23.0% | -32.4% | -11.1% |
| 1Y | +6.2% | +46.2% | -39.9% | +2.5% |
| All | +6.2% | +45.6% | -39.4% | +2.5% |
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