+62.3%
IBB vs WTW
+60.9%
+1.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.4% |
| 7D | -3.9% | -7.1% | +3.2% | -3.0% |
| 30D | +2.7% | -8.5% | +11.3% | +3.9% |
| 3M | +21.4% | +20.6% | +0.8% | +18.4% |
| 6M | +20.1% | +7.2% | +12.9% | +19.0% |
| YTD | +21.9% | -3.9% | +25.7% | +22.9% |
| 1Y | +44.1% | -3.6% | +47.7% | +45.0% |
| All | +62.3% | +60.9% | +1.4% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling