+38.3%
GOOGL vs IBB
+44.4%
-6.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | -1.9% | -3.9% | +2.0% | -0.5% |
| 30D | -7.5% | +2.7% | -10.2% | -8.6% |
| 3M | -9.2% | +21.4% | -30.5% | -17.8% |
| 6M | +8.1% | +20.1% | -12.0% | -2.1% |
| YTD | +5.8% | +21.9% | -16.0% | -5.1% |
| 1Y | +38.3% | +44.1% | -5.8% | +18.0% |
| All | +38.3% | +44.4% | -6.0% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling