+20.9%
IBB vs HRB
+112.6%
-91.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.5% | +4.3% | -1.4% |
| 7D | -1.7% | -9.1% | +7.4% | -0.6% |
| 30D | +4.9% | +0.3% | +4.6% | +4.6% |
| 3M | +24.2% | +23.4% | +0.8% | +20.7% |
| 6M | +23.8% | +45.1% | -21.3% | +17.4% |
| YTD | +23.0% | +8.9% | +14.1% | +22.1% |
| 1Y | +46.2% | -7.9% | +54.1% | +49.5% |
| 3Y | +64.8% | +27.9% | +36.9% | +55.5% |
| 5Y | +20.9% | +108.3% | -87.4% | +5.6% |
| All | +20.9% | +112.6% | -91.7% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling