+541.7%
IBB vs DAR
+7,569.4%
-7,027.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | +1.4% | +1.4% | +0.1% | +1.2% |
| 30D | +10.5% | +12.8% | -2.3% | +8.6% |
| 3M | +23.6% | +7.4% | +16.3% | +22.1% |
| 6M | +22.6% | +22.3% | +0.4% | +18.9% |
| YTD | +25.7% | +81.1% | -55.4% | +15.6% |
| 1Y | +51.4% | +106.5% | -55.1% | +36.5% |
| 3Y | +64.4% | +5.3% | +59.1% | +58.7% |
| 5Y | +22.1% | -11.5% | +33.7% | +18.9% |
| 10Y | +132.5% | +353.3% | -220.9% | +81.5% |
| All | +541.7% | +7,569.4% | -7,027.8% | +329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling