+151.7%
IBB vs SUI
+115.7%
+36.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | -1.8% | +6.2% | -8.0% | -3.8% |
| 30D | +5.1% | +8.6% | -3.5% | +2.0% |
| 3M | +10.7% | +1.0% | +9.7% | +10.0% |
| 6M | +22.9% | -2.6% | +25.5% | +23.3% |
| YTD | +26.7% | -0.1% | +26.8% | +25.8% |
| 1Y | +35.1% | +0.5% | +34.6% | +33.9% |
| 3Y | +80.2% | +15.3% | +64.9% | +68.1% |
| 5Y | +37.8% | -26.1% | +64.0% | +46.9% |
| All | +151.7% | +115.7% | +36.0% | +134.1% |
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