+20.9%
IBB vs WCN
+30.9%
-10.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.8% |
| 7D | -1.7% | -0.4% | -1.2% | -1.5% |
| 30D | +4.9% | -2.1% | +7.0% | +5.6% |
| 3M | +24.2% | +6.4% | +17.9% | +21.4% |
| 6M | +23.8% | -3.7% | +27.5% | +24.9% |
| YTD | +23.0% | -6.4% | +29.3% | +25.0% |
| 1Y | +46.2% | -7.9% | +54.1% | +49.4% |
| 3Y | +64.8% | +20.8% | +44.0% | +46.8% |
| 5Y | +20.9% | +29.0% | -8.1% | -1.1% |
| All | +20.9% | +30.9% | -10.0% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling