+37.2%
IBB vs DAR
-41.1%
+78.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | -1.8% | -9.9% | +8.1% | -0.2% |
| 30D | +5.1% | -16.4% | +21.4% | +7.8% |
| 3M | +10.7% | -17.1% | +27.8% | +13.4% |
| 6M | +22.9% | -20.5% | +43.4% | +26.5% |
| YTD | +26.7% | +39.4% | -12.7% | +17.3% |
| 1Y | +35.1% | +57.2% | -22.1% | +22.1% |
| 3Y | +80.2% | +13.9% | +66.3% | +68.2% |
| All | +37.2% | -41.1% | +78.3% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling