+57.7%
GEV vs IBB
+51.5%
+6.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +3.3% | +1.4% | +1.9% | +2.6% |
| 30D | -7.5% | +10.5% | -18.0% | -12.4% |
| 3M | -2.2% | +23.6% | -25.8% | -13.9% |
| 6M | +12.1% | +22.6% | -10.5% | -1.6% |
| YTD | +44.4% | +25.7% | +18.7% | +26.0% |
| 1Y | +57.7% | +51.4% | +6.3% | +42.6% |
| All | +57.7% | +51.5% | +6.2% | +42.6% |
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 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