-4.3%
HL vs IBB
+36.8%
-41.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.7% |
| 7D | -5.6% | -1.4% | -4.2% | -4.0% |
| 30D | -16.2% | +6.8% | -22.9% | -22.5% |
| 3M | -20.5% | +9.2% | -29.7% | -28.8% |
| 6M | -31.7% | +28.3% | -60.0% | -49.8% |
| YTD | -26.4% | +29.4% | -55.7% | -45.6% |
| 1Y | -4.3% | +33.2% | -37.5% | -30.5% |
| All | -4.3% | +36.8% | -41.1% | -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