+37.9%
IBB vs IRE
-97.8%
+135.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.3% | +2.8% |
| 7D | +2.7% | -15.5% | +18.2% | +2.6% |
| 30D | +6.3% | -70.4% | +76.7% | +8.1% |
| 3M | +11.1% | -81.6% | +92.7% | +13.5% |
| 6M | +29.2% | -94.7% | +123.9% | +33.9% |
| YTD | +30.2% | -91.8% | +122.0% | +30.5% |
| All | +37.9% | -97.8% | +135.7% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling