+55.6%
IOT vs IBB
+38.5%
+17.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | +0.9% |
| 7D | -0.8% | -5.2% | +4.4% | +4.8% |
| 30D | -4.7% | +1.5% | -6.1% | -7.3% |
| 3M | +17.8% | +22.1% | -4.4% | -7.5% |
| 6M | +16.8% | +17.7% | -0.9% | -5.9% |
| YTD | +8.4% | +20.2% | -11.7% | -15.7% |
| 1Y | -0.8% | +44.4% | -45.2% | -39.2% |
| 3Y | +25.7% | +61.1% | -35.3% | -36.9% |
| All | +55.6% | +38.5% | +17.1% | -0.5% |
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