+7.4%
O vs IBB
+39.3%
-32.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -0.4% | -0.5% | +0.2% | -0.2% |
| 30D | +7.1% | +4.6% | +2.6% | +5.5% |
| 3M | -5.2% | +6.8% | -12.1% | -7.6% |
| 6M | -1.8% | +23.1% | -24.9% | -8.8% |
| YTD | +9.1% | +26.0% | -17.0% | +0.1% |
| 1Y | +9.7% | +30.4% | -20.7% | -0.6% |
| 3Y | +39.1% | +85.4% | -46.3% | +8.6% |
| All | +7.4% | +39.3% | -32.0% | -10.2% |
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 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