+2.2%
ROP vs IBB
+39.3%
-37.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.6% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | +28.8% | +4.6% | +24.2% | +26.4% |
| 3M | +21.1% | +6.8% | +14.2% | +17.5% |
| 6M | +52.5% | +23.1% | +29.4% | +39.6% |
| YTD | +8.9% | +26.0% | -17.2% | -1.7% |
| 1Y | +8.2% | +30.4% | -22.1% | -3.8% |
| 3Y | -5.2% | +85.4% | -90.6% | -29.1% |
| All | +2.2% | +39.3% | -37.2% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling