+151.7%
IBB vs ARWR
+906.2%
-754.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.5% |
| 7D | -1.8% | -2.9% | +1.1% | -1.4% |
| 30D | +5.1% | -5.4% | +10.5% | +6.0% |
| 3M | +10.7% | -32.2% | +43.0% | +17.3% |
| 6M | +22.9% | -26.5% | +49.4% | +27.8% |
| YTD | +26.7% | -12.4% | +39.1% | +27.7% |
| 1Y | +35.1% | +46.9% | -11.8% | +24.7% |
| 3Y | +80.2% | +116.0% | -35.8% | +47.5% |
| 5Y | +37.8% | -28.0% | +65.8% | +26.1% |
| All | +151.7% | +906.2% | -754.5% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling