+2,363.4%
RMD vs IBB
+560.8%
+1,802.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.1% |
| 7D | -5.0% | +1.4% | -6.4% | -5.7% |
| 30D | +2.2% | +10.5% | -8.3% | -3.2% |
| 3M | +17.8% | +23.6% | -5.8% | +5.2% |
| 6M | -11.3% | +22.6% | -34.0% | -20.6% |
| YTD | -4.4% | +25.7% | -30.1% | -15.7% |
| 1Y | -15.7% | +51.4% | -67.1% | -32.7% |
| 3Y | +47.7% | +64.4% | -16.6% | +12.0% |
| 5Y | -19.2% | +22.1% | -41.4% | -29.3% |
| 10Y | +280.4% | +132.5% | +147.9% | +135.1% |
| All | +2,363.4% | +560.8% | +1,802.6% | +566.7% |
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