+117.3%
IBB vs WY
+7.2%
+110.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.5% |
| 7D | -5.2% | -3.7% | -1.5% | -4.1% |
| 30D | +1.5% | -11.3% | +12.8% | +5.5% |
| 3M | +22.1% | -8.1% | +30.3% | +25.0% |
| 6M | +17.7% | -7.4% | +25.2% | +20.0% |
| YTD | +20.2% | -4.7% | +24.9% | +20.8% |
| 1Y | +44.4% | -9.2% | +53.6% | +47.3% |
| 3Y | +61.1% | -24.7% | +85.8% | +73.0% |
| 5Y | +18.5% | -21.6% | +40.1% | +24.8% |
| All | +117.3% | +7.2% | +110.0% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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