-22.5%
LEN vs IBB
+42.2%
-64.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.6% | +4.5% | +6.0% |
| 7D | +10.5% | +2.2% | +8.3% | +9.5% |
| 30D | +24.6% | +6.3% | +18.3% | +21.3% |
| 3M | +6.6% | +16.3% | -9.7% | -0.7% |
| 6M | +10.6% | +30.0% | -19.3% | -2.6% |
| YTD | -8.3% | +31.1% | -39.5% | -21.5% |
| 1Y | -22.5% | +42.0% | -64.5% | -38.8% |
| All | -22.5% | +42.2% | -64.7% | -38.8% |
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