-17.4%
IT vs IBB
+36.9%
-54.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.8% |
| 7D | -7.5% | +0.8% | -8.3% | -7.6% |
| 30D | -1.2% | +5.2% | -6.3% | -2.4% |
| 3M | -2.2% | +8.6% | -10.8% | -4.3% |
| 6M | +19.1% | +27.8% | -8.7% | +13.9% |
| YTD | -25.1% | +28.8% | -53.9% | -28.8% |
| 1Y | -17.4% | +36.4% | -53.8% | -23.9% |
| All | -17.4% | +36.9% | -54.2% | -23.9% |
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