-6.7%
LII vs IBB
+75.6%
-82.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -0.1% |
| 7D | +0.2% | -3.6% | +3.8% | +2.1% |
| 30D | -4.6% | +3.4% | -8.0% | -6.7% |
| 3M | -21.7% | +9.5% | -31.1% | -26.4% |
| 6M | -32.8% | +23.3% | -56.1% | -41.4% |
| YTD | -27.5% | +24.5% | -52.1% | -37.5% |
| 1Y | -28.0% | +32.9% | -60.9% | -40.5% |
| All | -6.7% | +75.6% | -82.3% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling