+409.8%
HL vs IBB
+64.6%
+345.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +1.0% |
| 7D | +7.1% | -1.7% | +8.7% | +8.8% |
| 30D | +21.4% | +4.9% | +16.6% | +16.8% |
| 3M | +37.4% | +24.2% | +13.2% | +13.8% |
| 6M | +0.4% | +23.8% | -23.4% | -16.3% |
| YTD | +6.7% | +23.0% | -16.3% | -10.0% |
| 1Y | +102.4% | +46.2% | +56.2% | +49.4% |
| All | +409.8% | +64.6% | +345.2% | +238.7% |
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