+47.9%
EXPE vs IBB
+40.3%
+7.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +2.0% |
| 7D | -4.2% | +1.6% | -5.8% | -5.5% |
| 30D | -4.5% | +6.7% | -11.2% | -8.5% |
| 3M | -19.7% | +6.3% | -26.0% | -23.4% |
| 6M | +18.3% | +23.9% | -5.6% | +0.6% |
| YTD | -7.3% | +26.6% | -33.9% | -23.2% |
| 1Y | -3.9% | +29.6% | -33.5% | -22.0% |
| 3Y | +123.0% | +86.1% | +36.9% | +30.0% |
| 5Y | +47.9% | +40.3% | +7.6% | -1.5% |
| All | +47.9% | +40.3% | +7.6% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling