+36.4%
IBB vs LTH
+85.5%
-49.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | +0.8% | +6.4% | -5.6% | -0.2% |
| 30D | +5.2% | +16.7% | -11.6% | +2.7% |
| 3M | +8.6% | +11.7% | -3.1% | +6.6% |
| 6M | +27.8% | +48.5% | -20.7% | +18.7% |
| YTD | +28.8% | +78.4% | -49.6% | +14.6% |
| 1Y | +36.4% | +89.7% | -53.3% | +18.6% |
| All | +36.4% | +85.5% | -49.1% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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