+37.2%
IBB vs SUI
-26.3%
+63.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | -1.8% | +6.2% | -8.0% | -4.0% |
| 30D | +5.1% | +8.6% | -3.5% | +1.7% |
| 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% | +25.7% |
| 1Y | +35.1% | +0.5% | +34.6% | +33.7% |
| 3Y | +80.2% | +15.3% | +64.9% | +65.6% |
| All | +37.2% | -26.3% | +63.5% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling