+47.8%
IJH vs IBB
+17.1%
+30.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.1% |
| 7D | -2.5% | -5.2% | +2.7% | +0.6% |
| 30D | -5.0% | +1.5% | -6.5% | -6.2% |
| 3M | +0.5% | +22.1% | -21.6% | -11.6% |
| 6M | +8.2% | +17.7% | -9.5% | -3.0% |
| YTD | +12.4% | +20.2% | -7.7% | -0.8% |
| 1Y | +14.4% | +44.4% | -30.1% | -10.5% |
| 3Y | +49.5% | +61.1% | -11.6% | +7.6% |
| 5Y | +47.8% | +18.5% | +29.3% | +15.5% |
| All | +47.8% | +17.1% | +30.6% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling