+124.1%
IBB vs WWD
+442.7%
-318.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.7% |
| 7D | +1.6% | +8.2% | -6.5% | -0.2% |
| 30D | +6.7% | -0.2% | +6.9% | +6.6% |
| 3M | +6.3% | -8.4% | +14.7% | +8.3% |
| 6M | +23.9% | -9.5% | +33.4% | +25.9% |
| YTD | +26.6% | +10.1% | +16.5% | +22.1% |
| 1Y | +29.6% | +21.6% | +8.1% | +21.8% |
| 3Y | +86.1% | +149.6% | -63.5% | +44.6% |
| 5Y | +40.3% | +191.3% | -151.0% | +3.2% |
| All | +124.1% | +442.7% | -318.6% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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