-2.6%
HD vs IBB
+29.7%
-32.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | +1.5% | -0.5% | +2.0% | +1.7% |
| 30D | +18.0% | +4.6% | +13.4% | +16.0% |
| 3M | +2.8% | +6.8% | -4.0% | -0.1% |
| 6M | +17.0% | +23.1% | -6.1% | +6.7% |
| YTD | +3.5% | +26.0% | -22.5% | -7.3% |
| 1Y | -2.6% | +30.4% | -33.0% | -14.3% |
| All | -2.6% | +29.7% | -32.2% | -14.3% |
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