-5.4%
JD vs IBB
+51.5%
-56.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.1% |
| 7D | -1.7% | +1.4% | -3.1% | -2.1% |
| 30D | -13.2% | +10.5% | -23.6% | -15.9% |
| 3M | -3.2% | +23.6% | -26.8% | -10.9% |
| 6M | +15.2% | +22.6% | -7.4% | +6.0% |
| YTD | +2.0% | +25.7% | -23.7% | -7.7% |
| 1Y | -5.4% | +51.4% | -56.8% | -24.0% |
| All | -5.4% | +51.5% | -56.8% | -24.0% |
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 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