+820.4%
MSCI vs IBB
+133.2%
+687.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.4% |
| 7D | -1.9% | -1.4% | -0.5% | -1.1% |
| 30D | +16.5% | +6.8% | +9.7% | +11.2% |
| 3M | +18.2% | +9.2% | +9.0% | +10.3% |
| 6M | +14.0% | +28.3% | -14.4% | -5.8% |
| YTD | +16.6% | +29.4% | -12.8% | -5.1% |
| 1Y | +14.8% | +33.2% | -18.3% | -8.7% |
| 3Y | +33.3% | +90.2% | -56.9% | -21.7% |
| 5Y | +9.1% | +44.0% | -34.9% | -20.3% |
| 10Y | +820.4% | +133.1% | +687.3% | +386.9% |
| All | +820.4% | +133.2% | +687.2% | +386.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling