+167.1%
P vs IBB
+75.6%
+91.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -5.0% | -11.4% | -13.3% |
| 7D | -31.9% | -3.6% | -28.3% | -30.0% |
| 30D | -36.5% | +3.4% | -39.9% | -37.3% |
| 3M | +11.6% | +9.5% | +2.1% | +6.2% |
| 6M | +25.2% | +23.3% | +1.9% | +10.2% |
| YTD | +39.4% | +24.5% | +14.9% | +21.7% |
| 1Y | -3.7% | +32.9% | -36.6% | -20.1% |
| All | +167.1% | +75.6% | +91.5% | +86.3% |
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