+156.6%
IP vs IBB
+589.6%
-433.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | 0.0% |
| 7D | +3.4% | +2.2% | +1.2% | +2.1% |
| 30D | +11.2% | +6.3% | +4.9% | +7.3% |
| 3M | -14.8% | +16.3% | -31.1% | -22.1% |
| 6M | +17.3% | +30.0% | -12.7% | +0.8% |
| YTD | -6.2% | +31.1% | -37.3% | -20.2% |
| 1Y | +2.3% | +42.0% | -39.6% | -16.7% |
| 3Y | +17.7% | +85.9% | -68.3% | -19.1% |
| 5Y | -8.4% | +38.4% | -46.8% | -26.9% |
| 10Y | +32.1% | +170.4% | -138.3% | -32.2% |
| All | +156.6% | +589.6% | -433.0% | -39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling