+1,394.8%
QQQ vs IBB
+560.8%
+834.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | +0.4% | +1.4% | -1.1% | -0.6% |
| 30D | +0.2% | +10.5% | -10.3% | -6.6% |
| 3M | -2.8% | +23.6% | -26.5% | -16.2% |
| 6M | +18.0% | +22.6% | -4.6% | +1.9% |
| YTD | +17.3% | +25.7% | -8.4% | -0.6% |
| 1Y | +25.6% | +51.4% | -25.8% | -6.3% |
| 3Y | +93.7% | +64.4% | +29.4% | +34.6% |
| 5Y | +94.2% | +22.1% | +72.0% | +63.8% |
| 10Y | +557.9% | +132.5% | +425.4% | +251.0% |
| All | +1,394.8% | +560.8% | +834.0% | +223.7% |
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