+46.5%
IBB vs TRU
-17.5%
+64.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -3.9% | -6.5% | +2.6% | -3.2% |
| 30D | +2.7% | -2.5% | +5.2% | +3.0% |
| 3M | +21.4% | +10.4% | +11.0% | +19.8% |
| 6M | +20.1% | +1.6% | +18.4% | +18.9% |
| YTD | +21.9% | -9.7% | +31.6% | +21.9% |
| All | +46.5% | -17.5% | +64.0% | +46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling