+209.7%
PH vs IBB
+39.3%
+170.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +4.3% | -0.5% | +4.9% | +4.7% |
| 30D | +0.1% | +4.6% | -4.4% | -2.6% |
| 3M | -9.4% | +6.8% | -16.2% | -13.6% |
| 6M | +8.8% | +23.1% | -14.4% | -5.4% |
| YTD | +9.6% | +26.0% | -16.4% | -6.4% |
| 1Y | +14.4% | +30.4% | -15.9% | -4.4% |
| 3Y | +134.5% | +85.4% | +49.1% | +55.0% |
| All | +209.7% | +39.3% | +170.4% | +114.4% |
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