+808.4%
IBB vs WU
-19.6%
+828.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +1.4% | -0.8% | +2.3% | +1.7% |
| 30D | +10.5% | -1.1% | +11.6% | +10.7% |
| 3M | +23.6% | -3.9% | +27.5% | +23.6% |
| 6M | +22.6% | -20.7% | +43.3% | +29.8% |
| YTD | +25.7% | -18.4% | +44.0% | +31.5% |
| 1Y | +51.4% | -8.1% | +59.4% | +51.6% |
| 3Y | +64.4% | -24.2% | +88.5% | +72.3% |
| 5Y | +22.1% | -50.4% | +72.6% | +43.4% |
| 10Y | +132.5% | -40.0% | +172.5% | +145.2% |
| All | +808.4% | -19.6% | +828.0% | +704.5% |
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