+11,830.0%
GOOG vs IBB
+902.1%
+10,928.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.9% |
| 7D | +4.8% | +1.6% | +3.2% | +3.7% |
| 30D | -15.5% | +6.7% | -22.2% | -18.9% |
| 3M | -13.7% | +6.3% | -20.0% | -17.4% |
| 6M | -23.0% | +23.9% | -46.9% | -33.2% |
| YTD | -5.7% | +26.6% | -32.3% | -19.5% |
| 1Y | +3.0% | +29.6% | -26.6% | -13.3% |
| 3Y | +122.4% | +86.1% | +36.3% | +46.9% |
| 5Y | +99.2% | +40.3% | +58.9% | +56.0% |
| 10Y | +690.8% | +128.1% | +562.8% | +351.6% |
| All | +11,830.0% | +902.1% | +10,928.0% | +2,231.5% |
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