+127.0%
IBB vs WCN
+235.4%
-108.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | -3.9% | -1.7% | -2.2% | -3.2% |
| 30D | +2.7% | -3.0% | +5.7% | +4.1% |
| 3M | +21.4% | +2.5% | +18.8% | +19.6% |
| 6M | +20.1% | -5.7% | +25.8% | +22.3% |
| YTD | +21.9% | -7.4% | +29.3% | +24.7% |
| 1Y | +44.1% | -8.6% | +52.7% | +48.0% |
| 3Y | +63.4% | +19.4% | +44.0% | +44.5% |
| 5Y | +19.8% | +27.2% | -7.4% | +1.1% |
| 10Y | +127.0% | +238.5% | -111.5% | +32.8% |
| All | +127.0% | +235.4% | -108.4% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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