+46.2%
IBB vs ARWR
+200.0%
-153.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.9% |
| 7D | -1.7% | +2.9% | -4.5% | -2.1% |
| 30D | +4.9% | -2.9% | +7.8% | +5.3% |
| 3M | +24.2% | +15.2% | +9.0% | +21.2% |
| 6M | +23.8% | +42.3% | -18.4% | +17.0% |
| YTD | +23.0% | +28.2% | -5.2% | +17.1% |
| 1Y | +46.2% | +213.2% | -167.1% | +19.6% |
| All | +46.2% | +200.0% | -153.8% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling