+26.7%
Q vs IBB
+35.5%
-8.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | +0.2% | +1.4% | -1.2% | -0.6% |
| 30D | -11.1% | +10.5% | -21.6% | -18.3% |
| 3M | -22.1% | +23.6% | -45.8% | -36.5% |
| 6M | +0.5% | +22.6% | -22.1% | -17.6% |
| YTD | +47.8% | +25.7% | +22.1% | +18.5% |
| All | +26.7% | +35.5% | -8.8% | -1.5% |
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 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