+10.0%
MSCI vs IBB
+64.8%
-54.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.4% | +1.4% | -1.0% | 0.0% |
| 30D | +0.6% | +10.5% | -9.9% | -2.8% |
| 3M | -7.1% | +23.6% | -30.7% | -13.9% |
| 6M | +0.8% | +22.6% | -21.8% | -6.5% |
| YTD | +1.0% | +25.7% | -24.7% | -7.5% |
| 1Y | +4.3% | +51.4% | -47.1% | -12.3% |
| All | +10.0% | +64.8% | -54.8% | -11.7% |
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