-6.8%
PEG vs IBB
+51.5%
-58.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | -0.1% |
| 7D | +0.7% | +1.4% | -0.7% | +0.6% |
| 30D | -2.4% | +10.5% | -12.9% | -3.6% |
| 3M | -4.8% | +23.6% | -28.4% | -7.4% |
| 6M | -10.7% | +22.6% | -33.3% | -13.2% |
| YTD | -6.7% | +25.7% | -32.4% | -9.6% |
| 1Y | -6.8% | +51.4% | -58.2% | -10.2% |
| All | -6.8% | +51.5% | -58.3% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling