+6.3%
PSA vs IBB
+42.3%
-36.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.4% |
| 7D | -3.6% | -5.2% | +1.6% | -2.1% |
| 30D | -9.4% | +1.5% | -10.8% | -10.0% |
| 3M | -8.2% | +22.1% | -30.3% | -15.2% |
| 6M | -1.8% | +17.7% | -19.6% | -8.3% |
| YTD | +15.7% | +20.2% | -4.4% | +6.7% |
| 1Y | +6.3% | +44.4% | -38.2% | -9.1% |
| All | +6.3% | +42.3% | -36.1% | -9.1% |
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 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