+329.3%
IBRX vs SPY
+14.6%
+314.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.1% | +5.0% |
| 7D | +1.4% | -0.7% | +2.1% | +2.7% |
| 30D | -14.0% | -1.0% | -12.9% | -12.3% |
| 3M | +28.5% | -0.3% | +28.8% | +29.7% |
| 6M | +20.2% | +7.3% | +12.9% | +8.6% |
| YTD | +351.0% | +13.3% | +337.7% | +252.4% |
| 1Y | +329.3% | +14.8% | +314.5% | +226.2% |
| All | +329.3% | +14.6% | +314.7% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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