+200.9%
RRX vs IBB
+126.8%
+74.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.0% |
| 7D | +4.3% | -0.5% | +4.9% | +4.8% |
| 30D | +12.3% | +4.6% | +7.8% | +9.2% |
| 3M | +3.7% | +6.8% | -3.2% | -1.4% |
| 6M | -13.9% | +23.1% | -37.0% | -26.2% |
| YTD | +26.5% | +26.0% | +0.4% | +6.8% |
| 1Y | +29.3% | +30.4% | -1.1% | +6.6% |
| 3Y | +65.6% | +85.4% | -19.9% | +8.5% |
| 5Y | +10.6% | +39.7% | -29.1% | -14.6% |
| All | +200.9% | +126.8% | +74.1% | +67.6% |
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 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