+87.0%
PR vs IBB
+42.2%
+44.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.6% | -9.2% | -6.0% |
| 7D | -12.1% | +2.2% | -14.3% | -11.7% |
| 30D | +0.9% | +6.3% | -5.4% | +2.2% |
| 3M | +10.1% | +16.3% | -6.2% | +13.0% |
| 6M | +1.1% | +30.0% | -28.9% | +6.0% |
| YTD | +63.7% | +31.1% | +32.5% | +70.2% |
| 1Y | +87.0% | +42.0% | +45.1% | +92.3% |
| All | +87.0% | +42.2% | +44.8% | +92.3% |
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 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