+11,408.7%
GOOG vs IBB
+919.7%
+10,489.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.3% |
| 7D | +2.4% | +0.8% | +1.6% | +1.8% |
| 30D | -18.1% | +5.2% | -23.3% | -20.7% |
| 3M | -19.9% | +8.6% | -28.5% | -24.3% |
| 6M | -28.2% | +27.8% | -56.0% | -38.8% |
| YTD | -9.0% | +28.8% | -37.8% | -23.1% |
| 1Y | -1.7% | +36.4% | -38.1% | -19.8% |
| 3Y | +114.5% | +89.3% | +25.2% | +40.3% |
| 5Y | +96.2% | +43.3% | +52.9% | +51.8% |
| 10Y | +654.4% | +130.6% | +523.7% | +328.0% |
| All | +11,408.7% | +919.7% | +10,489.1% | +2,126.9% |
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