+541.7%
IBB vs WCN
+3,262.7%
-2,721.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | +1.4% | -0.6% | +2.1% | +1.7% |
| 30D | +10.5% | +0.4% | +10.1% | +10.3% |
| 3M | +23.6% | +7.3% | +16.3% | +19.8% |
| 6M | +22.6% | -2.5% | +25.1% | +22.9% |
| YTD | +25.7% | -5.4% | +31.0% | +27.1% |
| 1Y | +51.4% | -8.5% | +59.8% | +54.9% |
| 3Y | +64.4% | +20.8% | +43.6% | +48.1% |
| 5Y | +22.1% | +30.0% | -7.9% | +5.8% |
| 10Y | +132.5% | +238.4% | -105.9% | +34.5% |
| All | +541.7% | +3,262.7% | -2,721.0% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling