+11.1%
RDW vs IBB
+42.2%
-31.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.6% | -7.6% | -7.6% |
| 7D | -14.3% | +2.2% | -16.5% | -16.3% |
| 30D | -26.0% | +6.3% | -32.3% | -30.6% |
| 3M | -27.4% | +16.3% | -43.7% | -40.0% |
| 6M | -10.6% | +30.0% | -40.6% | -37.2% |
| YTD | +1.6% | +31.1% | -29.6% | -28.1% |
| 1Y | +11.1% | +42.0% | -30.9% | -33.0% |
| All | +11.1% | +42.2% | -31.1% | -33.0% |
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