+52.5%
IBB vs AHR
+360.2%
-307.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -5.2% | -3.0% | -2.2% | -4.7% |
| 30D | +1.5% | +2.6% | -1.1% | +1.1% |
| 3M | +22.1% | +16.0% | +6.1% | +19.1% |
| 6M | +17.7% | +3.1% | +14.7% | +16.9% |
| YTD | +20.2% | +16.0% | +4.1% | +16.9% |
| 1Y | +44.4% | +28.0% | +16.5% | +37.6% |
| All | +52.5% | +360.2% | -307.7% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling