+295.4%
GIS vs IBB
+560.8%
-265.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | -7.8% | +1.4% | -9.3% | -8.1% |
| 30D | +6.6% | +10.5% | -3.9% | +4.4% |
| 3M | +21.0% | +23.6% | -2.7% | +15.8% |
| 6M | -9.1% | +22.6% | -31.7% | -12.9% |
| YTD | -13.6% | +25.7% | -39.3% | -17.8% |
| 1Y | -18.0% | +51.4% | -69.4% | -24.9% |
| 3Y | -33.7% | +64.4% | -98.0% | -40.6% |
| 5Y | -19.4% | +22.1% | -41.6% | -24.2% |
| 10Y | -21.3% | +132.5% | -153.7% | -37.0% |
| All | +295.4% | +560.8% | -265.5% | +123.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling