+21.9%
GE vs IBB
+45.6%
-23.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.4% |
| 7D | +1.2% | -1.7% | +2.8% | +1.9% |
| 30D | -9.5% | +4.9% | -14.4% | -12.2% |
| 3M | +4.1% | +24.2% | -20.1% | -9.7% |
| 6M | +3.9% | +23.8% | -19.9% | -9.4% |
| YTD | +9.0% | +23.0% | -13.9% | -4.5% |
| 1Y | +21.9% | +46.2% | -24.2% | +5.1% |
| All | +21.9% | +45.6% | -23.7% | +5.1% |
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 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