+83.0%
PL vs IBB
+37.7%
+45.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.2% |
| 7D | -9.3% | +1.4% | -10.7% | -10.8% |
| 30D | -18.9% | +10.5% | -29.4% | -28.5% |
| 3M | -58.4% | +23.6% | -82.0% | -67.7% |
| 6M | -30.3% | +22.6% | -52.9% | -45.7% |
| YTD | -8.1% | +25.7% | -33.8% | -30.9% |
| 1Y | +180.5% | +51.4% | +129.1% | +68.1% |
| 3Y | +444.1% | +64.4% | +379.8% | +206.8% |
| 5Y | +83.0% | +22.1% | +60.9% | +10.0% |
| All | +83.0% | +37.7% | +45.3% | +10.3% |
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