+18.0%
Q vs IBB
+42.2%
-24.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.5% |
| 7D | -3.3% | +2.2% | -5.5% | -4.4% |
| 30D | -9.7% | +6.3% | -16.0% | -12.6% |
| 3M | -16.1% | +16.3% | -32.4% | -25.5% |
| 6M | -15.7% | +30.0% | -45.7% | -33.7% |
| YTD | +45.7% | +31.1% | +14.6% | +13.0% |
| 1Y | +18.0% | +42.0% | -24.0% | -18.0% |
| All | +18.0% | +42.2% | -24.2% | -18.0% |
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