+4,654.6%
GRMN vs IBB
+577.3%
+4,077.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.5% |
| 7D | +6.3% | +0.8% | +5.6% | +5.9% |
| 30D | +7.6% | +5.2% | +2.4% | +4.4% |
| 3M | -7.5% | +8.6% | -16.1% | -12.1% |
| 6M | +21.2% | +27.8% | -6.6% | +4.9% |
| YTD | +44.0% | +28.8% | +15.2% | +23.9% |
| 1Y | +44.7% | +36.4% | +8.3% | +20.5% |
| 3Y | +160.5% | +89.3% | +71.2% | +80.1% |
| 5Y | +124.6% | +43.3% | +81.4% | +79.1% |
| 10Y | +651.6% | +130.6% | +521.0% | +348.8% |
| All | +4,654.6% | +577.3% | +4,077.3% | +1,423.4% |
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 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