+51.4%
IBB vs ALLY
+9.5%
+41.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +1.4% | +3.7% | -2.3% | +0.7% |
| 30D | +10.5% | -2.3% | +12.7% | +10.9% |
| 3M | +23.6% | +3.8% | +19.8% | +22.2% |
| 6M | +22.6% | +9.7% | +12.9% | +19.7% |
| YTD | +25.7% | -1.4% | +27.1% | +24.7% |
| 1Y | +51.4% | +8.2% | +43.1% | +48.7% |
| All | +51.4% | +9.5% | +41.9% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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