+32.3%
OMC vs IBB
+122.2%
-89.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | -4.2% | -3.9% | -0.3% | -2.6% |
| 30D | -7.5% | +2.7% | -10.2% | -8.8% |
| 3M | +4.6% | +21.4% | -16.7% | -3.9% |
| 6M | -4.8% | +20.1% | -24.9% | -12.5% |
| YTD | -1.0% | +21.9% | -22.9% | -9.8% |
| 1Y | +3.8% | +44.1% | -40.3% | -12.3% |
| 3Y | +10.2% | +63.4% | -53.1% | -12.1% |
| 5Y | +29.7% | +19.8% | +10.0% | +14.5% |
| 10Y | +32.3% | +127.0% | -94.7% | -8.8% |
| All | +32.3% | +122.2% | -89.9% | -8.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling