+9,127.5%
QLD vs IBB
+860.4%
+8,267.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.5% |
| 7D | +0.6% | +1.4% | -0.9% | -1.4% |
| 30D | -0.1% | +10.5% | -10.6% | -13.5% |
| 3M | -8.4% | +23.6% | -32.0% | -32.0% |
| 6M | +32.2% | +22.6% | +9.6% | -1.4% |
| YTD | +28.9% | +25.7% | +3.2% | -7.5% |
| 1Y | +43.8% | +51.4% | -7.5% | -20.0% |
| 3Y | +176.6% | +64.4% | +112.2% | +36.6% |
| 5Y | +121.6% | +22.1% | +99.4% | +73.2% |
| 10Y | +1,652.9% | +132.5% | +1,520.4% | +532.6% |
| All | +9,127.5% | +860.4% | +8,267.1% | +236.4% |
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