+72.7%
IVV vs IBB
+41.1%
+31.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +1.0% |
| 7D | +0.1% | +2.7% | -2.6% | -1.2% |
| 30D | -3.3% | +6.3% | -9.6% | -6.3% |
| 3M | -2.4% | +11.1% | -13.4% | -7.9% |
| 6M | +2.6% | +29.2% | -26.6% | -11.0% |
| YTD | +11.3% | +30.2% | -18.9% | -4.3% |
| 1Y | +13.4% | +39.5% | -26.1% | -6.3% |
| 3Y | +80.3% | +92.3% | -12.0% | +21.1% |
| 5Y | +72.7% | +43.0% | +29.7% | +29.3% |
| All | +72.7% | +41.1% | +31.7% | +29.3% |
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