-69.4%
PL vs IBB
+22.6%
-92.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -5.0% | -5.1% | -5.6% |
| 7D | -20.5% | -3.6% | -16.9% | -17.6% |
| 30D | -38.8% | +3.4% | -42.2% | -40.1% |
| 3M | -49.1% | +9.5% | -58.6% | -54.2% |
| 6M | -69.4% | +23.3% | -92.7% | -76.7% |
| All | -69.4% | +22.6% | -92.0% | -76.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling