+479.7%
NDAQ vs IBB
+133.2%
+346.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | 0.0% | -1.4% | +1.3% | +0.6% |
| 30D | +16.3% | +6.8% | +9.5% | +12.3% |
| 3M | +15.8% | +9.2% | +6.6% | +10.0% |
| 6M | +24.8% | +28.3% | -3.5% | +8.7% |
| YTD | +14.1% | +29.4% | -15.3% | -1.5% |
| 1Y | +26.5% | +33.2% | -6.6% | +7.5% |
| 3Y | +119.1% | +90.2% | +29.0% | +51.4% |
| 5Y | +70.9% | +44.0% | +27.0% | +35.3% |
| 10Y | +479.7% | +133.1% | +346.6% | +250.1% |
| All | +479.7% | +133.2% | +346.5% | +250.1% |
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 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