+546.9%
IBB vs WWD
+4,400.4%
-3,853.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +0.8% |
| 7D | -1.8% | +4.2% | -6.0% | -3.0% |
| 30D | +5.1% | -2.1% | +7.2% | +5.5% |
| 3M | +10.7% | -13.2% | +23.9% | +14.5% |
| 6M | +22.9% | -16.9% | +39.8% | +28.0% |
| YTD | +26.7% | +5.2% | +21.5% | +23.1% |
| 1Y | +35.1% | +20.6% | +14.5% | +26.2% |
| 3Y | +80.2% | +146.3% | -66.1% | +36.3% |
| 5Y | +37.8% | +171.3% | -133.5% | -0.2% |
| 10Y | +161.2% | +471.3% | -310.1% | +42.1% |
| All | +546.9% | +4,400.4% | -3,853.5% | +51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling