+196.2%
RDDT vs IBB
+51.4%
+144.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -1.6% |
| 7D | +3.3% | -1.7% | +4.9% | +4.7% |
| 30D | -7.6% | +4.9% | -12.5% | -11.6% |
| 3M | -12.7% | +24.2% | -36.9% | -26.9% |
| 6M | +7.2% | +23.8% | -16.7% | -10.0% |
| YTD | -35.0% | +23.0% | -58.0% | -45.6% |
| 1Y | -35.0% | +46.2% | -81.2% | -53.5% |
| All | +196.2% | +51.4% | +144.7% | +88.3% |
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 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