-3.5%
JD vs IBB
+22.6%
-26.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.3% | +3.3% |
| 7D | +11.7% | -3.6% | +15.4% | +11.6% |
| 30D | +8.1% | +3.4% | +4.7% | +7.6% |
| 3M | -12.0% | +9.5% | -21.5% | -11.3% |
| 6M | -3.5% | +23.3% | -26.8% | -2.7% |
| All | -3.5% | +22.6% | -26.1% | -2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling