+25.2%
NDAQ vs IBB
+38.4%
-13.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.7% |
| 7D | -0.1% | +2.7% | -2.8% | -0.6% |
| 30D | +15.9% | +6.3% | +9.5% | +14.4% |
| 3M | +15.1% | +11.1% | +4.0% | +12.2% |
| 6M | +22.9% | +29.2% | -6.3% | +14.9% |
| YTD | +12.8% | +30.2% | -17.4% | +5.0% |
| All | +25.2% | +38.4% | -13.2% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling