+127.0%
IBB vs WU
-40.9%
+167.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -3.9% | -4.9% | +1.0% | -2.6% |
| 30D | +2.7% | -1.3% | +4.0% | +3.0% |
| 3M | +21.4% | -3.6% | +24.9% | +21.2% |
| 6M | +20.1% | -24.3% | +44.4% | +27.9% |
| YTD | +21.9% | -21.1% | +43.0% | +27.9% |
| 1Y | +44.1% | -10.3% | +54.4% | +45.1% |
| 3Y | +63.4% | -28.4% | +91.7% | +72.9% |
| 5Y | +19.8% | -51.2% | +71.0% | +39.1% |
| 10Y | +127.0% | -39.6% | +166.7% | +135.0% |
| All | +127.0% | -40.9% | +167.9% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling