+30.4%
IBB vs WCN
+16.4%
+14.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -0.5% | +2.6% | -3.1% | -0.7% |
| 30D | +4.6% | +23.9% | -19.4% | +2.8% |
| 3M | +6.8% | +17.4% | -10.6% | +5.5% |
| 6M | +23.1% | +28.0% | -4.9% | +20.7% |
| YTD | +26.0% | +11.6% | +14.5% | +25.4% |
| 1Y | +30.4% | +16.9% | +13.5% | +26.6% |
| All | +30.4% | +16.4% | +14.0% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling