+1,418.0%
QLD vs IBB
+139.6%
+1,278.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +3.1% |
| 7D | -1.4% | +2.7% | -4.1% | -4.3% |
| 30D | -19.6% | +6.3% | -25.9% | -25.6% |
| 3M | -14.1% | +11.1% | -25.2% | -26.3% |
| 6M | -13.6% | +29.2% | -42.9% | -40.4% |
| YTD | +12.5% | +30.2% | -17.7% | -23.7% |
| 1Y | +13.1% | +39.5% | -26.3% | -30.6% |
| 3Y | +154.7% | +92.3% | +62.4% | -2.9% |
| 5Y | +81.1% | +43.0% | +38.1% | +12.1% |
| 10Y | +1,418.0% | +137.1% | +1,280.9% | +455.1% |
| All | +1,418.0% | +139.6% | +1,278.4% | +455.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling