+40.5%
IBB vs ARWR
-34.9%
+75.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.8% | -0.7% |
| 7D | -0.5% | -17.8% | +17.3% | +3.2% |
| 30D | +4.6% | -18.1% | +22.7% | +8.6% |
| 3M | +6.8% | -44.2% | +51.0% | +19.7% |
| 6M | +23.1% | -38.6% | +61.8% | +34.3% |
| YTD | +26.0% | -28.0% | +54.1% | +31.8% |
| 1Y | +30.4% | +16.1% | +14.2% | +21.4% |
| 3Y | +85.4% | +84.0% | +1.5% | +40.7% |
| All | +40.5% | -34.9% | +75.4% | +28.5% |
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