+28.2%
PH vs IBB
+51.5%
-23.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -3.1% | +1.4% | -4.5% | -3.5% |
| 30D | -3.2% | +10.5% | -13.7% | -7.0% |
| 3M | +10.6% | +23.6% | -13.1% | +0.6% |
| 6M | -2.1% | +22.6% | -24.8% | -10.7% |
| YTD | +10.2% | +25.7% | -15.5% | -0.7% |
| 1Y | +28.2% | +51.4% | -23.2% | +8.2% |
| All | +28.2% | +51.5% | -23.2% | +8.2% |
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