+6,163.9%
GWW vs IBB
+580.2%
+5,583.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | 0.0% | -1.4% | +1.3% | +0.5% |
| 30D | +14.0% | +6.8% | +7.2% | +10.6% |
| 3M | +14.4% | +9.2% | +5.2% | +9.5% |
| 6M | +21.7% | +28.3% | -6.7% | +8.0% |
| YTD | +48.4% | +29.4% | +19.1% | +30.8% |
| 1Y | +58.4% | +33.2% | +25.2% | +37.7% |
| 3Y | +92.3% | +90.2% | +2.1% | +40.8% |
| 5Y | +221.8% | +44.0% | +177.8% | +162.6% |
| 10Y | +657.6% | +133.1% | +524.5% | +380.5% |
| All | +6,163.9% | +580.2% | +5,583.6% | +1,791.2% |
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