+815.7%
IBB vs WU
-20.2%
+836.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.3% |
| 7D | -1.8% | +11.7% | -13.5% | -5.3% |
| 30D | +5.1% | +12.6% | -7.5% | +0.9% |
| 3M | +10.7% | -0.5% | +11.2% | +10.2% |
| 6M | +22.9% | -18.2% | +41.1% | +28.5% |
| YTD | +26.7% | -19.0% | +45.7% | +32.2% |
| 1Y | +35.1% | -16.7% | +51.8% | +39.5% |
| 3Y | +80.2% | -21.0% | +101.2% | +86.2% |
| 5Y | +37.8% | -41.7% | +79.5% | +53.0% |
| 10Y | +161.2% | -35.0% | +196.2% | +166.9% |
| All | +815.7% | -20.2% | +836.0% | +709.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling