+123.1%
IBB vs WCN
+322.1%
-198.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -0.5% | +2.6% | -3.1% | -1.6% |
| 30D | +4.6% | +23.9% | -19.4% | -4.8% |
| 3M | +6.8% | +17.4% | -10.6% | -0.5% |
| 6M | +23.1% | +28.0% | -4.9% | +9.9% |
| YTD | +26.0% | +11.6% | +14.5% | +18.8% |
| 1Y | +30.4% | +16.9% | +13.5% | +20.1% |
| 3Y | +85.4% | +51.6% | +33.8% | +47.2% |
| 5Y | +39.7% | +48.0% | -8.2% | +10.5% |
| All | +123.1% | +322.1% | -198.9% | +11.8% |
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