+1,825.1%
O vs IBB
+560.8%
+1,264.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -0.7% | +1.4% | -2.2% | -1.3% |
| 30D | -1.9% | +10.5% | -12.4% | -6.0% |
| 3M | +3.8% | +23.6% | -19.8% | -5.1% |
| 6M | -4.7% | +22.6% | -27.4% | -12.9% |
| YTD | +12.5% | +25.7% | -13.2% | +1.6% |
| 1Y | +10.8% | +51.4% | -40.5% | -7.4% |
| 3Y | +28.8% | +64.4% | -35.6% | +2.7% |
| 5Y | +13.2% | +22.1% | -9.0% | +0.4% |
| 10Y | +53.5% | +132.5% | -79.0% | -0.1% |
| All | +1,825.1% | +560.8% | +1,264.3% | +517.3% |
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