+15.3%
OMC vs IBB
+68.6%
-53.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.1% |
| 7D | -6.4% | +1.4% | -7.8% | -7.1% |
| 30D | +1.1% | +10.5% | -9.4% | -3.9% |
| 3M | +10.4% | +23.6% | -13.2% | -0.8% |
| 6M | -1.7% | +22.6% | -24.3% | -11.6% |
| YTD | +4.4% | +25.7% | -21.2% | -7.7% |
| 1Y | +8.4% | +51.4% | -42.9% | -14.6% |
| All | +15.3% | +68.6% | -53.3% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling