+32.6%
HD vs IBB
+86.3%
-53.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.7% |
| 7D | +3.6% | +2.7% | +0.9% | +2.4% |
| 30D | +21.6% | +6.3% | +15.2% | +18.3% |
| 3M | +0.1% | +11.1% | -10.9% | -4.7% |
| 6M | +13.0% | +29.2% | -16.2% | +0.2% |
| YTD | +4.9% | +30.2% | -25.3% | -7.5% |
| 1Y | -2.1% | +39.5% | -41.6% | -16.5% |
| 3Y | +32.6% | +92.3% | -59.7% | -12.5% |
| All | +32.6% | +86.3% | -53.7% | -12.5% |
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 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