+130.6%
IBB vs SUI
+117.1%
+13.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | +0.8% | +3.4% | -2.6% | -0.3% |
| 30D | +5.2% | +4.6% | +0.6% | +3.4% |
| 3M | +8.6% | +1.6% | +7.0% | +7.7% |
| 6M | +27.8% | -3.5% | +31.3% | +28.6% |
| YTD | +28.8% | -1.0% | +29.8% | +28.2% |
| 1Y | +36.4% | -1.7% | +38.1% | +36.1% |
| 3Y | +89.3% | +18.4% | +71.0% | +74.8% |
| 5Y | +43.3% | -26.3% | +69.6% | +53.1% |
| 10Y | +130.6% | +123.3% | +7.3% | +97.3% |
| All | +130.6% | +117.1% | +13.5% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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