+51.4%
IBB vs DAR
+104.4%
-53.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +1.4% | +1.4% | +0.1% | +1.4% |
| 30D | +10.5% | +12.8% | -2.3% | +10.1% |
| 3M | +23.6% | +7.4% | +16.3% | +23.5% |
| 6M | +22.6% | +22.3% | +0.4% | +21.0% |
| YTD | +25.7% | +81.1% | -55.4% | +19.9% |
| 1Y | +51.4% | +106.5% | -55.1% | +42.5% |
| All | +51.4% | +104.4% | -53.0% | +42.5% |
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