+137.1%
IBB vs ARWR
+921.6%
-784.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -15.3% | +18.1% | +5.3% |
| 7D | +2.7% | -17.3% | +20.0% | +5.6% |
| 30D | +6.3% | -21.5% | +27.9% | +10.3% |
| 3M | +11.1% | -43.8% | +54.9% | +21.3% |
| 6M | +29.2% | -32.3% | +61.5% | +36.1% |
| YTD | +30.2% | -25.8% | +56.1% | +34.4% |
| 1Y | +39.5% | +25.5% | +14.0% | +31.0% |
| 3Y | +92.3% | +84.1% | +8.2% | +59.1% |
| 5Y | +43.0% | -39.2% | +82.2% | +33.7% |
| 10Y | +137.1% | +1,072.4% | -935.3% | +47.8% |
| All | +137.1% | +921.6% | -784.5% | +47.8% |
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