-11.6%
HL vs IBB
+29.7%
-41.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.3% |
| 7D | -11.1% | -0.5% | -10.6% | -10.3% |
| 30D | -12.1% | +4.6% | -16.6% | -16.4% |
| 3M | -26.1% | +6.8% | -32.9% | -31.8% |
| 6M | -37.7% | +23.1% | -60.8% | -51.6% |
| YTD | -31.7% | +26.0% | -57.7% | -47.5% |
| 1Y | -11.6% | +30.4% | -42.0% | -33.8% |
| All | -11.6% | +29.7% | -41.3% | -33.8% |
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