+7.9%
RDW vs IBB
+32.7%
-24.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.2% | +8.8% | +9.1% |
| 7D | +9.5% | -1.7% | +11.1% | +11.3% |
| 30D | -17.4% | +4.9% | -22.2% | -22.7% |
| 3M | -39.5% | +24.2% | -63.8% | -53.7% |
| 6M | +31.3% | +23.8% | +7.5% | +2.0% |
| YTD | +47.8% | +23.0% | +24.8% | +16.0% |
| 1Y | +33.8% | +46.2% | -12.3% | -13.5% |
| 3Y | +262.3% | +64.8% | +197.4% | +111.8% |
| 5Y | -5.7% | +20.9% | -26.6% | -36.6% |
| All | +7.9% | +32.7% | -24.8% | -27.9% |
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 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