+89.1%
PSX vs IBB
+36.8%
+52.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.7% | +3.3% |
| 7D | -0.4% | -1.4% | +1.0% | -0.7% |
| 30D | -8.1% | +6.8% | -14.9% | -6.3% |
| 3M | +15.9% | +9.2% | +6.7% | +19.1% |
| 6M | +49.4% | +28.3% | +21.0% | +61.1% |
| YTD | +104.7% | +29.4% | +75.3% | +120.3% |
| 1Y | +89.1% | +33.2% | +55.9% | +102.0% |
| All | +89.1% | +36.8% | +52.3% | +102.0% |
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