-4.5%
LHX vs IBB
+51.5%
-56.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.0% |
| 7D | -2.4% | +1.4% | -3.8% | -2.7% |
| 30D | -10.4% | +10.5% | -20.9% | -12.3% |
| 3M | -16.9% | +23.6% | -40.5% | -21.2% |
| 6M | -29.9% | +22.6% | -52.6% | -33.6% |
| YTD | -12.0% | +25.7% | -37.7% | -17.2% |
| 1Y | -4.5% | +51.4% | -55.9% | -9.6% |
| All | -4.5% | +51.5% | -56.0% | -9.6% |
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