+73.8%
IBB vs TRU
+238.0%
-164.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.1% | +0.9% |
| 7D | +1.4% | -6.8% | +8.2% | +3.5% |
| 30D | +10.5% | 0.0% | +10.5% | +10.3% |
| 3M | +23.6% | +13.3% | +10.3% | +18.1% |
| 6M | +22.6% | +3.4% | +19.2% | +19.8% |
| YTD | +25.7% | -6.4% | +32.1% | +25.6% |
| 1Y | +51.4% | -9.7% | +61.1% | +52.1% |
| 3Y | +64.4% | +0.1% | +64.2% | +52.5% |
| 5Y | +22.1% | -34.0% | +56.2% | +29.2% |
| 10Y | +132.5% | +147.9% | -15.4% | +44.1% |
| All | +73.8% | +238.0% | -164.2% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling