+124.1%
IBB vs TRU
+182.8%
-58.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.8% |
| 7D | +1.6% | -2.2% | +3.8% | +2.3% |
| 30D | +6.7% | +20.2% | -13.5% | +0.7% |
| 3M | +6.3% | +2.2% | +4.1% | +4.8% |
| 6M | +23.9% | +17.6% | +6.3% | +16.2% |
| YTD | +26.6% | -5.0% | +31.5% | +25.2% |
| 1Y | +29.6% | -1.0% | +30.6% | +26.4% |
| 3Y | +86.1% | +56.5% | +29.6% | +49.9% |
| 5Y | +40.3% | -26.2% | +66.6% | +42.3% |
| All | +124.1% | +182.8% | -58.7% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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