-7.6%
IGV vs IBB
+30.0%
-37.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.1% |
| 7D | +2.5% | +1.6% | +0.8% | +2.0% |
| 30D | -8.6% | +6.7% | -15.3% | -9.9% |
| 3M | -1.6% | +6.3% | -7.9% | -3.2% |
| 6M | +13.4% | +23.9% | -10.5% | +7.3% |
| YTD | -4.0% | +26.6% | -30.6% | -10.8% |
| 1Y | -7.6% | +29.6% | -37.3% | -14.8% |
| All | -7.6% | +30.0% | -37.7% | -14.8% |
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