+64.8%
IBB vs TRU
-1.9%
+66.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.6% |
| 7D | -1.7% | -7.2% | +5.5% | -0.2% |
| 30D | +4.9% | -2.8% | +7.7% | +5.4% |
| 3M | +24.2% | +13.0% | +11.2% | +20.7% |
| 6M | +23.8% | +0.7% | +23.2% | +22.7% |
| YTD | +23.0% | -9.0% | +32.0% | +23.8% |
| 1Y | +46.2% | -16.3% | +62.5% | +49.6% |
| 3Y | +64.8% | -1.1% | +65.9% | +63.2% |
| All | +64.8% | -1.9% | +66.7% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling