+99.9%
GOOG vs IBB
+43.4%
+56.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | +1.2% | -1.4% | +2.5% | +1.9% |
| 30D | -16.7% | +6.8% | -23.5% | -20.0% |
| 3M | -15.2% | +9.2% | -24.4% | -20.0% |
| 6M | -24.8% | +28.3% | -53.1% | -36.1% |
| YTD | -7.2% | +29.4% | -36.6% | -21.8% |
| 1Y | -0.1% | +33.2% | -33.3% | -17.4% |
| 3Y | +118.8% | +90.2% | +28.7% | +37.5% |
| 5Y | +99.9% | +44.0% | +55.9% | +46.4% |
| All | +99.9% | +43.4% | +56.6% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling