+55.4%
IOT vs IBB
+38.7%
+16.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -4.5% | -4.2% | -0.3% | -0.1% |
| 30D | -2.4% | +1.1% | -3.5% | -4.8% |
| 3M | +19.0% | +19.0% | -0.1% | -3.7% |
| 6M | +19.6% | +18.9% | +0.8% | -4.7% |
| YTD | +8.3% | +20.3% | -12.1% | -15.9% |
| 1Y | -0.8% | +41.5% | -42.3% | -37.5% |
| 3Y | +24.4% | +60.3% | -35.9% | -37.1% |
| All | +55.4% | +38.7% | +16.7% | -0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling