+3,299.7%
PSA vs IBB
+566.2%
+2,733.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.6% |
| 7D | +3.9% | -1.8% | +5.7% | +4.6% |
| 30D | +19.7% | +5.1% | +14.6% | +17.1% |
| 3M | +4.3% | +10.7% | -6.5% | -0.5% |
| 6M | +11.4% | +22.9% | -11.5% | +1.6% |
| YTD | +33.9% | +26.7% | +7.2% | +20.4% |
| 1Y | +28.3% | +35.1% | -6.8% | +12.3% |
| 3Y | +53.5% | +80.2% | -26.7% | +18.4% |
| 5Y | +30.6% | +37.8% | -7.2% | +11.0% |
| 10Y | +145.8% | +161.2% | -15.4% | +51.0% |
| All | +3,299.7% | +566.2% | +2,733.5% | +987.1% |
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 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