+46.8%
IR vs IBB
+40.3%
+6.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +1.7% |
| 7D | +4.3% | +1.6% | +2.6% | +3.2% |
| 30D | +8.1% | +6.7% | +1.4% | +3.5% |
| 3M | +0.7% | +6.3% | -5.6% | -4.0% |
| 6M | +16.6% | +23.9% | -7.3% | -0.3% |
| YTD | +7.8% | +26.6% | -18.8% | -9.4% |
| 1Y | +9.9% | +29.6% | -19.7% | -9.1% |
| 3Y | +25.2% | +86.1% | -60.9% | -20.5% |
| 5Y | +46.8% | +40.3% | +6.4% | +5.1% |
| All | +46.8% | +40.3% | +6.4% | +5.1% |
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