+5,471.4%
GWW vs IBB
+560.8%
+4,910.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.4% | +1.4% | 0.0% | +0.7% |
| 30D | +3.3% | +10.5% | -7.2% | -1.4% |
| 3M | +2.9% | +23.6% | -20.7% | -6.8% |
| 6M | +15.8% | +22.6% | -6.8% | +4.9% |
| YTD | +32.0% | +25.7% | +6.4% | +18.1% |
| 1Y | +29.9% | +51.4% | -21.5% | +6.8% |
| 3Y | +91.1% | +64.4% | +26.7% | +49.6% |
| 5Y | +223.9% | +22.1% | +201.8% | +184.8% |
| 10Y | +567.0% | +132.5% | +434.6% | +323.2% |
| All | +5,471.4% | +560.8% | +4,910.6% | +1,608.0% |
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 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