+104.9%
PSX vs IBB
+45.6%
+59.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.1% |
| 7D | +2.8% | -1.7% | +4.5% | +2.5% |
| 30D | +27.8% | +4.9% | +22.9% | +29.2% |
| 3M | +42.0% | +24.2% | +17.8% | +50.0% |
| 6M | +58.1% | +23.8% | +34.3% | +66.9% |
| YTD | +105.0% | +23.0% | +82.1% | +116.0% |
| 1Y | +104.9% | +46.2% | +58.7% | +121.2% |
| All | +104.9% | +45.6% | +59.3% | +121.2% |
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