+27.3%
EXPE vs IBB
+45.6%
-18.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.2% | -5.7% | -7.2% |
| 7D | -9.8% | -1.7% | -8.1% | -9.2% |
| 30D | -11.5% | +4.9% | -16.4% | -12.9% |
| 3M | +21.7% | +24.2% | -2.5% | +14.1% |
| 6M | +10.4% | +23.8% | -13.5% | +3.6% |
| YTD | -2.5% | +23.0% | -25.5% | -9.3% |
| 1Y | +27.3% | +46.2% | -18.8% | +11.8% |
| All | +27.3% | +45.6% | -18.3% | +11.8% |
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