+238.6%
P vs IBB
+37.5%
+201.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +2.3% |
| 7D | -23.8% | -1.8% | -22.0% | -22.3% |
| 30D | -36.6% | +5.1% | -41.7% | -38.4% |
| 3M | +10.9% | +10.7% | +0.2% | +3.2% |
| 6M | +30.0% | +22.9% | +7.1% | +11.6% |
| YTD | +44.4% | +26.7% | +17.7% | +20.9% |
| 1Y | +3.9% | +35.1% | -31.2% | -17.8% |
| 3Y | +176.6% | +80.2% | +96.4% | +71.4% |
| All | +238.6% | +37.5% | +201.2% | +161.5% |
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