+74.9%
IWD vs IBB
+22.5%
+52.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -0.3% | +1.4% | -1.7% | -0.9% |
| 30D | +0.6% | +10.5% | -9.9% | -4.0% |
| 3M | +7.2% | +23.6% | -16.4% | -3.0% |
| 6M | +16.2% | +22.6% | -6.4% | +5.3% |
| YTD | +23.3% | +25.7% | -2.3% | +10.2% |
| 1Y | +29.6% | +51.4% | -21.8% | +5.7% |
| 3Y | +70.5% | +64.4% | +6.1% | +31.8% |
| All | +74.9% | +22.5% | +52.4% | +39.3% |
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