+30.6%
ORCL vs IBB
+37.5%
-6.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.1% |
| 7D | -11.2% | -1.8% | -9.3% | -10.2% |
| 30D | -18.8% | +5.1% | -23.9% | -20.6% |
| 3M | -18.8% | +10.7% | -29.5% | -22.8% |
| 6M | -39.7% | +22.9% | -62.6% | -45.8% |
| YTD | -39.6% | +26.7% | -66.3% | -46.6% |
| 1Y | -51.7% | +35.1% | -86.9% | -58.8% |
| 3Y | +10.2% | +80.2% | -70.0% | -20.0% |
| All | +30.6% | +37.5% | -6.9% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling