-15.6%
PPG vs IBB
+40.3%
-56.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -0.8% |
| 7D | -0.2% | +1.6% | -1.8% | -1.2% |
| 30D | +17.7% | +6.7% | +11.0% | +13.0% |
| 3M | +7.4% | +6.3% | +1.1% | +2.7% |
| 6M | +16.4% | +23.9% | -7.5% | +0.7% |
| YTD | +22.4% | +26.6% | -4.2% | +4.1% |
| 1Y | +28.6% | +29.6% | -1.0% | +7.5% |
| 3Y | +2.0% | +86.1% | -84.1% | -34.0% |
| 5Y | -15.6% | +40.3% | -56.0% | -42.8% |
| All | -15.6% | +40.3% | -56.0% | -42.8% |
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 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