+58.6%
GH vs IBB
+36.9%
+21.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.1% |
| 7D | -11.2% | +0.8% | -12.0% | -11.7% |
| 30D | -7.2% | +5.2% | -12.4% | -11.4% |
| 3M | -7.1% | +8.6% | -15.7% | -14.6% |
| 6M | +62.3% | +27.8% | +34.5% | +24.2% |
| YTD | +52.1% | +28.8% | +23.3% | +14.4% |
| 1Y | +58.6% | +36.4% | +22.2% | +13.5% |
| All | +58.6% | +36.9% | +21.8% | +13.5% |
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