-1.1%
IP vs IBB
+35.3%
-36.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.0% | +1.1% | -1.1% |
| 7D | -5.0% | -3.6% | -1.4% | -3.0% |
| 30D | +6.5% | +3.4% | +3.1% | +4.5% |
| 3M | -18.0% | +9.5% | -27.5% | -22.5% |
| 6M | +10.3% | +23.3% | -13.0% | -3.4% |
| YTD | -9.9% | +24.5% | -34.4% | -22.7% |
| 1Y | -1.1% | +32.9% | -34.0% | -20.6% |
| All | -1.1% | +35.3% | -36.3% | -20.6% |
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