-57.1%
JD vs IBB
+37.5%
-94.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.3% |
| 7D | +13.4% | -1.8% | +15.2% | +14.6% |
| 30D | +7.7% | +5.1% | +2.6% | +3.0% |
| 3M | -11.3% | +10.7% | -22.0% | -19.2% |
| 6M | -5.1% | +22.9% | -28.0% | -21.7% |
| YTD | +5.0% | +26.7% | -21.7% | -16.1% |
| 1Y | -5.6% | +35.1% | -40.8% | -29.2% |
| 3Y | +17.8% | +80.2% | -62.4% | -35.4% |
| All | -57.1% | +37.5% | -94.6% | -69.9% |
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 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