-22.2%
RMD vs IBB
+20.0%
-42.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.0% |
| 7D | -4.5% | -1.7% | -2.8% | -3.5% |
| 30D | +4.6% | +4.9% | -0.3% | +1.6% |
| 3M | +14.8% | +24.2% | -9.4% | +1.0% |
| 6M | -12.1% | +23.8% | -35.9% | -22.6% |
| YTD | -7.5% | +23.0% | -30.4% | -18.5% |
| 1Y | -20.1% | +46.2% | -66.2% | -36.6% |
| 3Y | +53.9% | +64.8% | -10.9% | +11.5% |
| 5Y | -22.2% | +20.9% | -43.1% | -35.1% |
| All | -22.2% | +20.0% | -42.2% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling