+9.3%
ORCL vs IBB
+75.6%
-66.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.0% | -1.9% | -4.4% |
| 7D | -17.5% | -3.6% | -13.9% | -15.8% |
| 30D | -20.2% | +3.4% | -23.6% | -21.1% |
| 3M | -19.9% | +9.5% | -29.4% | -23.2% |
| 6M | -37.4% | +23.3% | -60.7% | -43.5% |
| YTD | -40.1% | +24.5% | -64.7% | -46.3% |
| 1Y | -53.4% | +32.9% | -86.3% | -59.6% |
| All | +9.3% | +75.6% | -66.2% | -14.4% |
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