-44.9%
ORCL vs IBB
+36.8%
-81.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.4% | +8.4% | +8.6% |
| 7D | +3.8% | -1.4% | +5.1% | +4.5% |
| 30D | -6.6% | +6.8% | -13.4% | -8.7% |
| 3M | -11.4% | +9.2% | -20.6% | -14.5% |
| 6M | -33.3% | +28.3% | -61.6% | -39.3% |
| YTD | -33.3% | +29.4% | -62.6% | -40.3% |
| 1Y | -44.9% | +33.2% | -78.1% | -51.1% |
| All | -44.9% | +36.8% | -81.7% | -51.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling