+23.1%
Q vs IBB
+36.6%
-13.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.3% |
| 7D | +0.3% | -1.8% | +2.1% | +1.5% |
| 30D | -9.8% | +5.1% | -14.9% | -11.8% |
| 3M | -12.2% | +10.7% | -22.9% | -19.0% |
| 6M | -21.6% | +22.9% | -44.5% | -35.4% |
| YTD | +43.6% | +26.7% | +16.9% | +14.9% |
| 1Y | +25.7% | +35.1% | -9.4% | -2.1% |
| All | +23.1% | +36.6% | -13.5% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling