+2,781.3%
MSCI vs IBB
+696.7%
+2,084.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | +0.7% |
| 7D | +6.0% | -3.6% | +9.7% | +8.7% |
| 30D | +18.2% | +3.4% | +14.8% | +15.3% |
| 3M | +15.1% | +9.5% | +5.6% | +7.2% |
| 6M | +13.7% | +23.3% | -9.6% | -3.3% |
| YTD | +15.6% | +24.5% | -8.9% | -3.2% |
| 1Y | +16.3% | +32.9% | -16.6% | -7.2% |
| 3Y | +36.9% | +76.6% | -39.7% | -13.4% |
| 5Y | +6.3% | +35.5% | -29.2% | -18.0% |
| 10Y | +823.0% | +156.7% | +666.2% | +342.8% |
| All | +2,781.3% | +696.7% | +2,084.6% | +247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling