+121.6%
IBB vs RRC
+7.9%
+113.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | +4.9% | +9.4% | -4.6% | +3.9% |
| 3M | +24.2% | +7.4% | +16.8% | +23.1% |
| 6M | +23.8% | +1.5% | +22.4% | +23.3% |
| YTD | +23.0% | +19.4% | +3.6% | +20.1% |
| 1Y | +46.2% | +24.2% | +21.9% | +41.9% |
| 3Y | +64.8% | +32.8% | +32.0% | +57.4% |
| 5Y | +20.9% | +152.9% | -132.0% | +4.8% |
| 10Y | +121.6% | +3.9% | +117.7% | +92.9% |
| All | +121.6% | +7.9% | +113.7% | +92.9% |
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