+60.3%
IBB vs MKTX
-25.3%
+85.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | +1.1% | +0.7% | +0.4% | +1.1% |
| 3M | +19.0% | +40.8% | -21.7% | +16.6% |
| 6M | +18.9% | -8.0% | +26.9% | +19.8% |
| YTD | +20.3% | -8.7% | +29.1% | +21.3% |
| 1Y | +41.5% | -11.8% | +53.3% | +43.0% |
| 3Y | +60.3% | -24.0% | +84.3% | +61.9% |
| All | +60.3% | -25.3% | +85.5% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling