+779.7%
MSCI vs IBB
+139.6%
+640.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -1.9% | -1.0% |
| 7D | +1.5% | +2.7% | -1.3% | -0.4% |
| 30D | +14.4% | +6.3% | +8.1% | +9.6% |
| 3M | +15.2% | +11.1% | +4.1% | +6.3% |
| 6M | +11.2% | +29.2% | -18.0% | -8.4% |
| YTD | +13.9% | +30.2% | -16.3% | -7.6% |
| 1Y | +12.5% | +39.5% | -27.0% | -13.5% |
| 3Y | +32.3% | +92.3% | -60.1% | -22.9% |
| 5Y | +4.9% | +43.0% | -38.1% | -22.9% |
| 10Y | +779.7% | +137.1% | +642.6% | +362.0% |
| All | +779.7% | +139.6% | +640.1% | +362.0% |
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 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