+348.7%
RMD vs IBB
+139.6%
+209.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -1.5% |
| 7D | +1.2% | +2.7% | -1.5% | -0.5% |
| 30D | +2.5% | +6.3% | -3.9% | -1.5% |
| 3M | +11.5% | +11.1% | +0.5% | +4.0% |
| 6M | +14.7% | +29.2% | -14.5% | -2.8% |
| YTD | -1.3% | +30.2% | -31.5% | -17.1% |
| 1Y | -5.3% | +39.5% | -44.8% | -23.8% |
| 3Y | +68.8% | +92.3% | -23.6% | +8.9% |
| 5Y | -5.9% | +43.0% | -48.8% | -27.5% |
| 10Y | +348.7% | +137.1% | +211.6% | +153.9% |
| All | +348.7% | +139.6% | +209.1% | +153.9% |
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