+449.2%
IBB vs INDA
+122.2%
+327.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | +1.6% | +3.1% | -1.4% | +0.3% |
| 30D | +6.7% | +9.1% | -2.4% | +2.5% |
| 3M | +6.3% | +3.2% | +3.1% | +4.8% |
| 6M | +23.9% | +8.5% | +15.4% | +19.3% |
| YTD | +26.6% | -4.6% | +31.2% | +29.0% |
| 1Y | +29.6% | -5.5% | +35.2% | +32.7% |
| 3Y | +86.1% | +16.7% | +69.4% | +72.7% |
| 5Y | +40.3% | +9.0% | +31.4% | +33.9% |
| 10Y | +128.1% | +116.6% | +11.4% | +58.4% |
| All | +449.2% | +122.2% | +327.0% | +270.1% |
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