+819.6%
PEG vs IBB
+560.8%
+258.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.1% |
| 7D | +0.7% | +1.4% | -0.7% | +0.3% |
| 30D | -2.4% | +10.5% | -12.9% | -5.5% |
| 3M | -4.8% | +23.6% | -28.4% | -11.1% |
| 6M | -10.7% | +22.6% | -33.3% | -16.5% |
| YTD | -6.7% | +25.7% | -32.4% | -13.6% |
| 1Y | -6.8% | +51.4% | -58.2% | -18.7% |
| 3Y | +34.5% | +64.4% | -29.9% | +13.3% |
| 5Y | +35.8% | +22.1% | +13.6% | +23.8% |
| 10Y | +141.7% | +132.5% | +9.3% | +73.4% |
| All | +819.6% | +560.8% | +258.8% | +239.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling