+30.4%
IBB vs WWD
+21.4%
+9.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -0.5% | +4.0% | -4.5% | -1.3% |
| 30D | +4.6% | +0.4% | +4.1% | +4.4% |
| 3M | +6.8% | -7.9% | +14.7% | +8.3% |
| 6M | +23.1% | -10.6% | +33.7% | +24.4% |
| YTD | +26.0% | +9.4% | +16.6% | +23.9% |
| 1Y | +30.4% | +25.7% | +4.6% | +25.8% |
| All | +30.4% | +21.4% | +9.0% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling