+28.3%
HD vs IBB
+75.6%
-47.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | +0.6% |
| 7D | +6.4% | -3.6% | +10.0% | +8.0% |
| 30D | +22.1% | +3.4% | +18.7% | +20.1% |
| 3M | -0.2% | +9.5% | -9.7% | -4.5% |
| 6M | +12.6% | +23.3% | -10.7% | +1.8% |
| YTD | +3.9% | +24.5% | -20.6% | -6.7% |
| 1Y | -3.7% | +32.9% | -36.7% | -16.2% |
| All | +28.3% | +75.6% | -47.3% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling