+69.9%
PR vs IBB
+75.6%
-5.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.0% | +0.2% | -3.3% |
| 7D | -16.5% | -3.6% | -12.9% | -15.6% |
| 30D | -4.5% | +3.4% | -7.9% | -5.7% |
| 3M | +8.5% | +9.5% | -0.9% | +4.5% |
| 6M | -3.3% | +23.3% | -26.6% | -11.7% |
| YTD | +55.7% | +24.5% | +31.2% | +40.2% |
| 1Y | +82.0% | +32.9% | +49.1% | +57.5% |
| All | +69.9% | +75.6% | -5.7% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling