+281.3%
P vs IBB
+22.5%
+258.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.0% |
| 7D | +6.5% | +1.4% | +5.1% | +5.5% |
| 30D | +18.8% | +10.5% | +8.3% | +10.3% |
| 3M | +26.7% | +23.6% | +3.1% | +8.4% |
| 6M | +62.2% | +22.6% | +39.5% | +38.5% |
| YTD | +48.5% | +25.7% | +22.8% | +24.5% |
| 1Y | +26.4% | +51.4% | -25.0% | -8.8% |
| 3Y | +159.4% | +64.4% | +95.0% | +73.0% |
| All | +281.3% | +22.5% | +258.8% | +208.2% |
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