-2.1%
IGV vs IBB
+51.5%
-53.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.0% |
| 7D | -4.5% | +1.4% | -5.9% | -4.9% |
| 30D | +3.2% | +10.5% | -7.3% | +0.3% |
| 3M | +4.5% | +23.6% | -19.1% | -1.5% |
| 6M | +22.1% | +22.6% | -0.5% | +14.8% |
| YTD | -1.0% | +25.7% | -26.7% | -8.0% |
| 1Y | -2.1% | +51.4% | -53.5% | -13.7% |
| All | -2.1% | +51.5% | -53.6% | -13.7% |
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