-15.8%
F vs IBB
+37.5%
-53.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -1.9% |
| 7D | +1.6% | -1.8% | +3.4% | +2.6% |
| 30D | +2.6% | +5.1% | -2.4% | -1.2% |
| 3M | -8.8% | +10.7% | -19.5% | -15.6% |
| 6M | +4.6% | +22.9% | -18.3% | -10.6% |
| YTD | -1.9% | +26.7% | -28.6% | -18.3% |
| 1Y | -0.8% | +35.1% | -35.9% | -21.2% |
| 3Y | +43.5% | +80.2% | -36.7% | -10.8% |
| All | -15.8% | +37.5% | -53.3% | -46.6% |
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