+22.5%
HON vs IBB
+68.6%
-46.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.3% |
| 7D | -3.6% | +1.4% | -5.0% | -4.2% |
| 30D | -15.3% | +10.5% | -25.8% | -19.1% |
| 3M | -7.9% | +23.6% | -31.5% | -16.6% |
| 6M | -18.1% | +22.6% | -40.7% | -25.7% |
| YTD | +3.8% | +25.7% | -21.8% | -7.1% |
| 1Y | +0.5% | +51.4% | -50.9% | -17.9% |
| All | +22.5% | +68.6% | -46.1% | -7.7% |
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