+2,438.3%
RMD vs IBB
+566.2%
+1,872.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.6% |
| 7D | +2.3% | -1.8% | +4.2% | +3.2% |
| 30D | +4.1% | +5.1% | -0.9% | +1.3% |
| 3M | +5.7% | +10.7% | -5.0% | -0.3% |
| 6M | +12.9% | +22.9% | -10.0% | +0.7% |
| YTD | -1.5% | +26.7% | -28.2% | -13.8% |
| 1Y | -4.8% | +35.1% | -39.9% | -19.4% |
| 3Y | +57.5% | +80.2% | -22.7% | +13.3% |
| 5Y | -5.5% | +37.8% | -43.3% | -22.5% |
| 10Y | +357.8% | +161.2% | +196.6% | +167.2% |
| All | +2,438.3% | +566.2% | +1,872.2% | +582.0% |
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