+13,444.1%
GOOG vs IBB
+894.9%
+12,549.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | -2.1% | +1.4% | -3.6% | -3.0% |
| 30D | -6.8% | +10.5% | -17.3% | -12.6% |
| 3M | -9.1% | +23.6% | -32.7% | -20.7% |
| 6M | +10.7% | +22.6% | -11.9% | -3.0% |
| YTD | +7.1% | +25.7% | -18.6% | -7.8% |
| 1Y | +44.6% | +51.4% | -6.8% | +11.1% |
| 3Y | +147.4% | +64.4% | +83.1% | +77.2% |
| 5Y | +133.8% | +22.1% | +111.7% | +99.3% |
| 10Y | +777.5% | +132.5% | +645.1% | +394.4% |
| All | +13,444.1% | +894.9% | +12,549.2% | +2,569.5% |
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 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