+35.5%
IBB vs SUI
-25.7%
+61.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.3% |
| 7D | -3.6% | +8.8% | -12.4% | -6.5% |
| 30D | +3.4% | +8.9% | -5.5% | 0.0% |
| 3M | +9.5% | +2.0% | +7.5% | +8.4% |
| 6M | +23.3% | -0.6% | +23.9% | +22.9% |
| YTD | +24.5% | +1.3% | +23.2% | +22.9% |
| 1Y | +32.9% | +1.3% | +31.6% | +31.2% |
| 3Y | +76.6% | +16.3% | +60.3% | +61.8% |
| 5Y | +35.5% | -25.1% | +60.5% | +51.4% |
| All | +35.5% | -25.7% | +61.2% | +51.4% |
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