+541.7%
IBB vs WY
+186.2%
+355.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | +1.4% | -1.7% | +3.1% | +2.1% |
| 30D | +10.5% | -10.1% | +20.6% | +14.9% |
| 3M | +23.6% | -5.1% | +28.8% | +25.4% |
| 6M | +22.6% | -4.8% | +27.4% | +24.0% |
| YTD | +25.7% | -0.2% | +25.9% | +24.3% |
| 1Y | +51.4% | -6.6% | +58.0% | +53.0% |
| 3Y | +64.4% | -22.7% | +87.1% | +76.2% |
| 5Y | +22.1% | -22.2% | +44.4% | +28.9% |
| 10Y | +132.5% | +7.3% | +125.2% | +97.7% |
| All | +541.7% | +186.2% | +355.5% | +183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling