+355.6%
RMD vs IBB
+126.8%
+228.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +2.1% | -0.5% | +2.6% | +2.3% |
| 30D | +2.1% | +4.6% | -2.5% | -0.9% |
| 3M | +6.2% | +6.8% | -0.6% | +1.4% |
| 6M | +19.4% | +23.1% | -3.7% | +4.1% |
| YTD | +0.5% | +26.0% | -25.5% | -13.9% |
| 1Y | -3.9% | +30.4% | -34.3% | -19.5% |
| 3Y | +72.5% | +85.4% | -12.9% | +13.7% |
| 5Y | -1.5% | +39.7% | -41.2% | -23.2% |
| All | +355.6% | +126.8% | +228.8% | +165.9% |
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 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