+48.3%
INCY vs IBB
+51.5%
-3.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.3% |
| 7D | +1.9% | +1.4% | +0.5% | +0.8% |
| 30D | +5.8% | +10.5% | -4.7% | -2.7% |
| 3M | +25.2% | +23.6% | +1.6% | +5.3% |
| 6M | +28.2% | +22.6% | +5.6% | +8.6% |
| YTD | +28.3% | +25.7% | +2.7% | +7.2% |
| 1Y | +48.3% | +51.4% | -3.0% | +10.9% |
| All | +48.3% | +51.5% | -3.1% | +10.9% |
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