+2,327.9%
NDAQ vs IBB
+1,221.6%
+1,106.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.3% |
| 7D | -2.4% | +1.4% | -3.9% | -3.3% |
| 30D | +2.5% | +10.5% | -8.0% | -3.7% |
| 3M | +9.9% | +23.6% | -13.7% | -3.4% |
| 6M | +9.4% | +22.6% | -13.2% | -3.8% |
| YTD | +0.4% | +25.7% | -25.3% | -13.1% |
| 1Y | +4.0% | +51.4% | -47.3% | -19.6% |
| 3Y | +94.4% | +64.4% | +30.0% | +41.1% |
| 5Y | +56.7% | +22.1% | +34.6% | +33.6% |
| 10Y | +375.3% | +132.5% | +242.8% | +160.7% |
| All | +2,327.9% | +1,221.6% | +1,106.3% | +333.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling