+1,780.8%
O vs IBB
+565.6%
+1,215.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.3% |
| 7D | -0.4% | +1.6% | -2.0% | -1.1% |
| 30D | +8.3% | +6.7% | +1.6% | +5.3% |
| 3M | -4.0% | +6.3% | -10.3% | -6.8% |
| 6M | -2.6% | +23.9% | -26.5% | -11.5% |
| YTD | +9.9% | +26.6% | -16.7% | -1.4% |
| 1Y | +9.8% | +29.6% | -19.8% | -2.5% |
| 3Y | +39.7% | +86.1% | -46.3% | +5.5% |
| 5Y | +9.2% | +40.3% | -31.2% | -8.7% |
| 10Y | +81.5% | +128.1% | -46.6% | +19.4% |
| All | +1,780.8% | +565.6% | +1,215.2% | +499.1% |
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