+488.5%
NDAQ vs IBB
+126.8%
+361.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | +0.1% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | +18.0% | +4.6% | +13.4% | +15.1% |
| 3M | +11.5% | +6.8% | +4.7% | +7.1% |
| 6M | +21.1% | +23.1% | -2.0% | +7.6% |
| YTD | +12.8% | +26.0% | -13.2% | -1.4% |
| 1Y | +25.7% | +30.4% | -4.7% | +7.8% |
| 3Y | +116.8% | +85.4% | +31.4% | +51.5% |
| 5Y | +67.3% | +39.7% | +27.5% | +34.3% |
| All | +488.5% | +126.8% | +361.7% | +263.4% |
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