+53.9%
F vs IBB
+22.5%
+31.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +2.1% |
| 7D | +5.3% | +1.4% | +3.9% | +4.3% |
| 30D | +4.6% | +10.5% | -5.9% | -2.5% |
| 3M | -3.7% | +23.6% | -27.3% | -17.5% |
| 6M | +16.8% | +22.6% | -5.8% | +0.6% |
| YTD | +15.3% | +25.7% | -10.4% | -2.8% |
| 1Y | +31.0% | +51.4% | -20.4% | -3.7% |
| 3Y | +45.4% | +64.4% | -18.9% | -1.7% |
| All | +53.9% | +22.5% | +31.5% | +10.1% |
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