+26.9%
NDAQ vs IBB
+36.9%
-9.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.6% |
| 7D | +2.9% | +0.8% | +2.1% | +2.7% |
| 30D | +17.5% | +5.2% | +12.3% | +16.2% |
| 3M | +15.4% | +8.6% | +6.9% | +13.1% |
| 6M | +24.6% | +27.8% | -3.2% | +16.8% |
| YTD | +14.4% | +28.8% | -14.4% | +6.7% |
| 1Y | +26.9% | +36.4% | -9.5% | +17.2% |
| All | +26.9% | +36.9% | -9.9% | +17.2% |
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