+2,041.8%
HL vs IBB
+577.3%
+1,464.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.1% | -6.2% | -6.7% |
| 7D | +8.2% | +0.8% | +7.4% | +7.9% |
| 30D | -16.3% | +5.2% | -21.5% | -18.4% |
| 3M | -18.6% | +8.6% | -27.1% | -21.7% |
| 6M | -23.2% | +27.8% | -51.0% | -32.0% |
| YTD | -25.5% | +28.8% | -54.3% | -34.0% |
| 1Y | -4.8% | +36.4% | -41.2% | -18.0% |
| 3Y | +281.4% | +89.3% | +192.1% | +178.7% |
| 5Y | +137.8% | +43.3% | +94.6% | +99.2% |
| 10Y | +135.5% | +130.6% | +4.8% | +59.6% |
| All | +2,041.8% | +577.3% | +1,464.6% | +904.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling