+354.4%
RMD vs IBB
+127.7%
+226.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.7% |
| 7D | +0.1% | +1.6% | -1.5% | -1.0% |
| 30D | +1.9% | +6.7% | -4.8% | -2.3% |
| 3M | +6.3% | +6.3% | 0.0% | +1.7% |
| 6M | +18.2% | +23.9% | -5.7% | +2.7% |
| YTD | +0.3% | +26.6% | -26.3% | -14.4% |
| 1Y | -4.3% | +29.6% | -33.9% | -19.5% |
| 3Y | +71.3% | +86.1% | -14.8% | +12.6% |
| 5Y | -1.8% | +40.3% | -42.1% | -23.6% |
| All | +354.4% | +127.7% | +226.6% | +164.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling