+143.7%
HLT vs IBB
+17.1%
+126.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | +0.5% |
| 7D | -2.6% | -5.2% | +2.6% | +0.1% |
| 30D | -2.6% | +1.5% | -4.1% | -3.5% |
| 3M | -9.4% | +22.1% | -31.6% | -18.7% |
| 6M | +2.7% | +17.7% | -15.0% | -6.2% |
| YTD | +6.8% | +20.2% | -13.4% | -3.9% |
| 1Y | +12.4% | +44.4% | -32.1% | -8.7% |
| 3Y | +100.2% | +61.1% | +39.1% | +49.8% |
| 5Y | +143.7% | +18.5% | +125.2% | +79.3% |
| All | +143.7% | +17.1% | +126.6% | +79.3% |
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