+552.9%
QQQ vs IBB
+125.2%
+427.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.2% |
| 7D | -1.3% | -5.2% | +4.0% | +2.2% |
| 30D | -1.4% | +1.5% | -2.8% | -2.7% |
| 3M | +2.3% | +22.1% | -19.9% | -11.2% |
| 6M | +16.9% | +17.7% | -0.9% | +3.7% |
| YTD | +15.6% | +20.2% | -4.5% | +0.9% |
| 1Y | +22.6% | +44.4% | -21.8% | -5.9% |
| 3Y | +93.5% | +61.1% | +32.4% | +35.1% |
| 5Y | +93.9% | +18.5% | +75.4% | +65.4% |
| All | +552.9% | +125.2% | +427.7% | +286.3% |
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