+808.6%
PPG vs IBB
+562.7%
+245.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +0.7% | -0.5% | +1.3% | +1.0% |
| 30D | +17.6% | +4.6% | +13.0% | +14.9% |
| 3M | +7.5% | +6.8% | +0.6% | +3.4% |
| 6M | +17.6% | +23.1% | -5.5% | +5.0% |
| YTD | +22.6% | +26.0% | -3.5% | +8.0% |
| 1Y | +28.0% | +30.4% | -2.4% | +10.7% |
| 3Y | +1.8% | +85.4% | -83.6% | -26.9% |
| 5Y | -15.5% | +39.7% | -55.2% | -30.5% |
| 10Y | +54.9% | +127.1% | -72.2% | -4.9% |
| All | +808.6% | +562.7% | +245.9% | +148.8% |
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 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