+445.3%
IBB vs INDA
+115.1%
+330.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.4% | +0.7% | +0.7% | +1.1% |
| 30D | +10.5% | -0.8% | +11.3% | +10.9% |
| 3M | +23.6% | +3.9% | +19.7% | +21.4% |
| 6M | +22.6% | -0.7% | +23.3% | +22.9% |
| YTD | +25.7% | -7.7% | +33.3% | +30.1% |
| 1Y | +51.4% | -5.1% | +56.5% | +54.6% |
| 3Y | +64.4% | +13.6% | +50.7% | +54.5% |
| 5Y | +22.1% | +7.8% | +14.3% | +17.2% |
| 10Y | +132.5% | +84.6% | +47.8% | +72.4% |
| All | +445.3% | +115.1% | +330.1% | +273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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