+40.3%
IBB vs URA
+28.3%
+12.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -1.4% |
| 7D | +1.6% | +4.5% | -2.8% | +0.7% |
| 30D | +6.7% | -13.4% | +20.1% | +9.7% |
| 3M | +6.3% | -28.4% | +34.7% | +13.3% |
| 6M | +23.9% | -40.5% | +64.4% | +36.1% |
| YTD | +26.6% | -24.3% | +50.8% | +30.8% |
| 1Y | +29.6% | -28.8% | +58.5% | +35.4% |
| 3Y | +86.1% | +37.6% | +48.5% | +57.8% |
| 5Y | +40.3% | +30.7% | +9.7% | +13.4% |
| All | +40.3% | +28.3% | +12.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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