+173.9%
GH vs IBB
+44.4%
+129.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.9% |
| 7D | -0.2% | -3.9% | +3.7% | +3.4% |
| 30D | -2.6% | +2.7% | -5.4% | -5.7% |
| 3M | +25.1% | +21.4% | +3.7% | +2.2% |
| 6M | +78.5% | +20.1% | +58.4% | +47.1% |
| YTD | +59.4% | +21.9% | +37.5% | +30.0% |
| 1Y | +173.9% | +44.1% | +129.7% | +106.5% |
| All | +173.9% | +44.4% | +129.5% | +106.5% |
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 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