+7,256.1%
QLD vs IBB
+851.7%
+6,404.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.0% | -7.7% | -6.1% |
| 7D | -18.6% | -3.6% | -14.9% | -14.1% |
| 30D | -28.3% | +3.4% | -31.7% | -31.2% |
| 3M | -20.4% | +9.5% | -29.9% | -30.3% |
| 6M | -14.3% | +23.3% | -37.6% | -36.6% |
| YTD | +2.8% | +24.5% | -21.8% | -25.5% |
| 1Y | -1.2% | +32.9% | -34.1% | -34.6% |
| 3Y | +135.3% | +76.6% | +58.8% | +5.2% |
| 5Y | +62.6% | +35.5% | +27.1% | +11.0% |
| 10Y | +1,384.3% | +156.7% | +1,227.5% | +372.5% |
| All | +7,256.1% | +851.7% | +6,404.4% | +171.0% |
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 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