+23.6%
IBB vs WU
-49.8%
+73.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +1.4% | -0.8% | +2.3% | +1.6% |
| 30D | +10.5% | -1.1% | +11.6% | +10.6% |
| 3M | +23.6% | -3.9% | +27.5% | +23.6% |
| 6M | +22.6% | -20.7% | +43.3% | +28.0% |
| YTD | +25.7% | -18.4% | +44.0% | +30.0% |
| 1Y | +51.4% | -8.1% | +59.4% | +51.4% |
| 3Y | +64.4% | -24.2% | +88.5% | +70.0% |
| All | +23.6% | -49.8% | +73.4% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling