+43.3%
IBB vs WSM
+182.7%
-139.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +0.8% | +3.1% | -2.3% | +0.1% |
| 30D | +5.2% | +8.5% | -3.3% | +3.3% |
| 3M | +8.6% | +4.6% | +4.0% | +7.4% |
| 6M | +27.8% | +44.5% | -16.7% | +17.6% |
| YTD | +28.8% | +48.4% | -19.6% | +17.4% |
| 1Y | +36.4% | +36.2% | +0.2% | +26.5% |
| 3Y | +89.3% | +268.8% | -179.4% | +33.1% |
| 5Y | +43.3% | +185.2% | -142.0% | +4.3% |
| All | +43.3% | +182.7% | -139.5% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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