+124.1%
IBB vs RRC
+71.8%
+52.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | +1.6% | +2.5% | -0.9% | +1.4% |
| 30D | +6.7% | +21.1% | -14.4% | +4.4% |
| 3M | +6.3% | +28.4% | -22.0% | +3.4% |
| 6M | +23.9% | +26.5% | -2.5% | +20.4% |
| YTD | +26.6% | +47.0% | -20.4% | +20.8% |
| 1Y | +29.6% | +35.2% | -5.6% | +24.7% |
| 3Y | +86.1% | +61.0% | +25.1% | +74.1% |
| 5Y | +40.3% | +133.6% | -93.3% | +23.3% |
| All | +124.1% | +71.8% | +52.3% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling