-27.2%
LII vs IBB
+36.8%
-63.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.3% | -1.4% | -0.9% | -1.8% |
| 30D | -1.7% | +6.8% | -8.5% | -4.3% |
| 3M | -18.3% | +9.2% | -27.5% | -21.8% |
| 6M | -32.3% | +28.3% | -60.7% | -40.9% |
| YTD | -27.1% | +29.4% | -56.5% | -37.5% |
| 1Y | -27.2% | +33.2% | -60.4% | -39.4% |
| All | -27.2% | +36.8% | -63.9% | -39.4% |
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