+120.3%
IBB vs HRB
+209.3%
-89.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | -3.9% | -10.6% | +6.7% | -2.4% |
| 30D | +2.7% | -0.8% | +3.6% | +2.6% |
| 3M | +21.4% | +19.1% | +2.3% | +17.7% |
| 6M | +20.1% | +48.7% | -28.6% | +11.8% |
| YTD | +21.9% | +7.1% | +14.8% | +19.4% |
| 1Y | +44.1% | -8.3% | +52.5% | +44.8% |
| 3Y | +63.4% | +25.8% | +37.5% | +53.5% |
| 5Y | +19.8% | +111.1% | -91.3% | +2.2% |
| All | +120.3% | +209.3% | -89.0% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling