+1,112.1%
PSX vs IBB
+450.7%
+661.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | +4.5% | +1.4% | +3.1% | +3.9% |
| 30D | +26.6% | +10.5% | +16.1% | +20.9% |
| 3M | +39.3% | +23.6% | +15.6% | +26.1% |
| 6M | +56.8% | +22.6% | +34.2% | +41.4% |
| YTD | +101.8% | +25.7% | +76.1% | +79.5% |
| 1Y | +99.6% | +51.4% | +48.2% | +62.1% |
| 3Y | +140.3% | +64.4% | +76.0% | +85.8% |
| 5Y | +339.3% | +22.1% | +317.2% | +284.3% |
| 10Y | +369.9% | +132.5% | +237.4% | +193.8% |
| All | +1,112.1% | +450.7% | +661.4% | +412.8% |
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