+42.0%
IBB vs DAR
+63.3%
-21.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +2.5% |
| 7D | +2.2% | -5.7% | +7.9% | +1.9% |
| 30D | +6.3% | -16.6% | +22.9% | +5.3% |
| 3M | +16.3% | -13.1% | +29.3% | +14.9% |
| 6M | +30.0% | -18.8% | +48.7% | +29.3% |
| YTD | +31.1% | +45.3% | -14.1% | +21.9% |
| 1Y | +42.0% | +60.6% | -18.7% | +28.8% |
| All | +42.0% | +63.3% | -21.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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