+42.0%
IBB vs AHR
+26.3%
+15.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +2.3% |
| 7D | +2.2% | +9.5% | -7.2% | +1.1% |
| 30D | +6.3% | +11.7% | -5.4% | +4.8% |
| 3M | +16.3% | +4.0% | +12.3% | +15.7% |
| 6M | +30.0% | +13.5% | +16.4% | +27.9% |
| YTD | +31.1% | +21.6% | +9.6% | +29.4% |
| 1Y | +42.0% | +25.1% | +16.9% | +40.9% |
| All | +42.0% | +26.3% | +15.7% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling