-4.7%
PEG vs IBB
+29.7%
-34.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.9% | +1.5% |
| 7D | +4.5% | -0.5% | +5.0% | +4.5% |
| 30D | +7.5% | +4.6% | +3.0% | +7.1% |
| 3M | +0.8% | +6.8% | -6.0% | 0.0% |
| 6M | 0.0% | +23.1% | -23.1% | -2.8% |
| YTD | -3.0% | +26.0% | -29.1% | -6.7% |
| 1Y | -4.7% | +30.4% | -35.1% | -9.7% |
| All | -4.7% | +29.7% | -34.4% | -9.7% |
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