+33.2%
IBB vs RBA
-4.5%
+37.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -1.4% | +0.6% | -2.0% | -1.4% |
| 30D | +6.8% | +9.0% | -2.2% | +6.0% |
| 3M | +9.2% | +7.2% | +2.1% | +8.5% |
| 6M | +28.3% | -7.8% | +36.1% | +28.4% |
| YTD | +29.4% | -6.4% | +35.7% | +28.1% |
| 1Y | +33.2% | -4.2% | +37.3% | +31.2% |
| All | +33.2% | -4.5% | +37.7% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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