+66.2%
NDAQ vs IBB
+39.3%
+26.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | +18.0% | +4.6% | +13.4% | +15.2% |
| 3M | +11.5% | +6.8% | +4.7% | +7.3% |
| 6M | +21.1% | +23.1% | -2.0% | +7.9% |
| YTD | +12.8% | +26.0% | -13.2% | -1.1% |
| 1Y | +25.7% | +30.4% | -4.7% | +8.1% |
| 3Y | +116.8% | +85.4% | +31.4% | +49.7% |
| All | +66.2% | +39.3% | +26.9% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling