+86.2%
IBB vs DAR
+32.2%
+54.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.3% | -2.4% |
| 7D | +1.6% | +9.2% | -7.6% | +0.7% |
| 30D | +6.7% | -12.3% | +19.0% | +8.0% |
| 3M | +6.3% | -12.7% | +19.1% | +7.5% |
| 6M | +23.9% | -12.8% | +36.7% | +25.1% |
| YTD | +26.6% | +53.8% | -27.2% | +17.5% |
| 1Y | +29.6% | +60.3% | -30.6% | +19.4% |
| All | +86.2% | +32.2% | +54.1% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling