+193.4%
ROP vs IBB
+156.3%
+37.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.7% | -3.7% |
| 7D | +2.1% | -1.8% | +4.0% | +2.9% |
| 30D | +32.9% | +5.1% | +27.9% | +29.6% |
| 3M | +20.3% | +10.7% | +9.6% | +14.2% |
| 6M | +36.8% | +22.9% | +13.9% | +23.1% |
| YTD | +8.1% | +26.7% | -18.6% | -4.5% |
| 1Y | +8.3% | +35.1% | -26.9% | -7.5% |
| 3Y | -3.2% | +80.2% | -83.4% | -29.4% |
| 5Y | +1.7% | +37.8% | -36.1% | -16.2% |
| All | +193.4% | +156.3% | +37.0% | +76.0% |
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 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