+20.1%
IBB vs WETO
-94.7%
+114.8%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.9% |
| 7D | -3.9% | -38.7% | +34.8% | -3.9% |
| 30D | +2.7% | -51.3% | +54.0% | +2.6% |
| 3M | +21.4% | -97.8% | +119.2% | +25.6% |
| 6M | +20.1% | -94.8% | +114.8% | +21.0% |
| All | +20.1% | -94.7% | +114.8% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 6mo: compounded portfolio wealth divided by compounded WETO 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…
6mo analysis · Full analysis span regression · 6 months rolling