+8.8%
ROP vs IBB
+36.8%
-27.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | -2.9% | -1.4% | -1.6% | -2.8% |
| 30D | +30.1% | +6.8% | +23.3% | +29.0% |
| 3M | +19.9% | +9.2% | +10.7% | +18.4% |
| 6M | +46.0% | +28.3% | +17.7% | +42.3% |
| YTD | +8.4% | +29.4% | -21.0% | +4.8% |
| 1Y | +8.8% | +33.2% | -24.4% | +4.3% |
| All | +8.8% | +36.8% | -27.9% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling