+0.7%
PL vs IBB
+35.8%
-35.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.7% | +8.6% | +8.9% |
| 7D | -6.8% | -1.8% | -5.0% | -5.1% |
| 30D | -29.3% | +5.1% | -34.4% | -31.6% |
| 3M | -44.8% | +10.7% | -55.5% | -49.2% |
| 6M | -68.4% | +22.9% | -91.3% | -73.2% |
| YTD | -36.4% | +26.7% | -63.1% | -47.5% |
| 1Y | +0.7% | +35.1% | -34.4% | -17.8% |
| All | +0.7% | +35.8% | -35.0% | -17.8% |
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