+156.5%
HL vs IBB
+41.1%
+115.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.8% | +2.1% |
| 7D | +13.8% | +2.7% | +11.1% | +11.4% |
| 30D | -9.7% | +6.3% | -16.1% | -14.3% |
| 3M | -8.5% | +11.1% | -19.6% | -16.2% |
| 6M | -17.2% | +29.2% | -46.4% | -32.9% |
| YTD | -19.6% | +30.2% | -49.9% | -34.9% |
| 1Y | +11.1% | +39.5% | -28.4% | -14.6% |
| 3Y | +299.7% | +92.3% | +207.4% | +137.6% |
| 5Y | +156.5% | +43.0% | +113.5% | +74.8% |
| All | +156.5% | +41.1% | +115.4% | +74.8% |
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 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