+10.8%
HD vs IBB
+22.5%
-11.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | -2.1% | +1.4% | -3.5% | -2.8% |
| 30D | -8.4% | +10.5% | -18.9% | -13.1% |
| 3M | +4.3% | +23.6% | -19.3% | -6.7% |
| 6M | -11.1% | +22.6% | -33.8% | -20.3% |
| YTD | -4.7% | +25.7% | -30.3% | -15.8% |
| 1Y | -19.8% | +51.4% | -71.2% | -36.0% |
| 3Y | +4.1% | +64.4% | -60.3% | -21.7% |
| All | +10.8% | +22.5% | -11.7% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling