-34.5%
QS vs IBB
+45.7%
-80.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.2% | +4.8% |
| 7D | +2.2% | -1.7% | +3.8% | +4.2% |
| 30D | -8.1% | +4.9% | -12.9% | -14.6% |
| 3M | -27.0% | +24.2% | -51.3% | -48.2% |
| 6M | -16.4% | +23.8% | -40.3% | -40.1% |
| YTD | -46.4% | +23.0% | -69.3% | -61.3% |
| All | -34.5% | +45.7% | -80.1% | -67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling