+546.9%
IBB vs DAR
+5,804.7%
-5,257.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | -1.8% | -9.9% | +8.1% | -0.5% |
| 30D | +5.1% | -16.4% | +21.4% | +7.4% |
| 3M | +10.7% | -17.1% | +27.8% | +13.0% |
| 6M | +22.9% | -20.5% | +43.4% | +25.9% |
| YTD | +26.7% | +39.4% | -12.7% | +20.3% |
| 1Y | +35.1% | +57.2% | -22.1% | +26.2% |
| 3Y | +80.2% | +13.9% | +66.3% | +72.1% |
| 5Y | +37.8% | -40.8% | +78.7% | +41.1% |
| 10Y | +161.2% | +276.2% | -115.0% | +108.9% |
| All | +546.9% | +5,804.7% | -5,257.8% | +346.3% |
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