+28.3%
RDW vs IBB
+51.5%
-23.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.5% |
| 7D | -3.1% | +1.4% | -4.5% | -4.7% |
| 30D | -1.8% | +10.5% | -12.3% | -13.5% |
| 3M | -50.9% | +23.6% | -74.5% | -63.0% |
| 6M | +13.5% | +22.6% | -9.2% | -13.9% |
| YTD | +38.6% | +25.7% | +12.9% | +3.7% |
| 1Y | +28.3% | +51.4% | -23.1% | -11.9% |
| All | +28.3% | +51.5% | -23.2% | -11.9% |
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