-15.8%
ROP vs IBB
+64.8%
-80.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.3% |
| 7D | -4.4% | +1.4% | -5.9% | -4.9% |
| 30D | +3.2% | +10.5% | -7.3% | -0.1% |
| 3M | +23.1% | +23.6% | -0.6% | +14.8% |
| 6M | +13.3% | +22.6% | -9.3% | +5.7% |
| YTD | -7.9% | +25.7% | -33.5% | -15.0% |
| 1Y | -22.1% | +51.4% | -73.4% | -33.6% |
| All | -15.8% | +64.8% | -80.6% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling