+37.1%
OMC vs IBB
+124.2%
-87.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.9% |
| 7D | -5.8% | -1.7% | -4.1% | -5.1% |
| 30D | -4.8% | +4.9% | -9.7% | -6.9% |
| 3M | +9.2% | +24.2% | -15.0% | -0.7% |
| 6M | -2.5% | +23.8% | -26.3% | -11.5% |
| YTD | +2.6% | +23.0% | -20.4% | -6.8% |
| 1Y | +5.9% | +46.2% | -40.2% | -11.0% |
| 3Y | +14.2% | +64.8% | -50.6% | -9.3% |
| 5Y | +33.2% | +20.9% | +12.3% | +17.2% |
| All | +37.1% | +124.2% | -87.1% | -5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling