-23.2%
HD vs IBB
+45.6%
-68.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.5% |
| 7D | -1.2% | -1.7% | +0.5% | -0.6% |
| 30D | -11.1% | +4.9% | -16.0% | -12.7% |
| 3M | +2.0% | +24.2% | -22.2% | -5.9% |
| 6M | -10.5% | +23.8% | -34.3% | -17.4% |
| YTD | -6.9% | +23.0% | -29.8% | -14.2% |
| 1Y | -23.2% | +46.2% | -69.3% | -30.5% |
| All | -23.2% | +45.6% | -68.8% | -30.5% |
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