+3,284.3%
PSA vs IBB
+577.3%
+2,707.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +0.8% | +0.8% | 0.0% | +0.4% |
| 30D | +15.9% | +5.2% | +10.7% | +13.3% |
| 3M | +4.2% | +8.6% | -4.4% | +0.2% |
| 6M | +10.1% | +27.8% | -17.7% | -1.2% |
| YTD | +33.3% | +28.8% | +4.5% | +19.0% |
| 1Y | +28.2% | +36.4% | -8.2% | +11.8% |
| 3Y | +54.9% | +89.3% | -34.5% | +17.1% |
| 5Y | +28.3% | +43.3% | -14.9% | +7.4% |
| 10Y | +134.1% | +130.6% | +3.4% | +52.3% |
| All | +3,284.3% | +577.3% | +2,707.0% | +974.8% |
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