-7.5%
IGV vs IBB
+42.2%
-49.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.8% | +0.2% |
| 7D | -7.5% | +2.2% | -9.7% | -8.0% |
| 30D | -5.6% | +6.3% | -11.9% | -7.1% |
| 3M | +1.5% | +16.3% | -14.8% | -2.6% |
| 6M | +17.1% | +30.0% | -12.9% | +9.2% |
| YTD | -2.0% | +31.1% | -33.1% | -9.6% |
| 1Y | -7.5% | +42.0% | -49.5% | -17.5% |
| All | -7.5% | +42.2% | -49.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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