+22.4%
IBB vs ARWR
+28.5%
-6.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.4% | +1.7% | -0.3% | +1.1% |
| 30D | +10.5% | -0.7% | +11.1% | +10.6% |
| 3M | +23.6% | +14.9% | +8.8% | +19.3% |
| 6M | +22.6% | +32.6% | -10.0% | +14.3% |
| YTD | +25.7% | +30.0% | -4.4% | +17.1% |
| 1Y | +51.4% | +208.4% | -157.0% | +14.9% |
| 3Y | +64.4% | +208.8% | -144.4% | +13.1% |
| All | +22.4% | +28.5% | -6.1% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling