+74.0%
RRX vs IBB
+86.3%
-12.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.8% | +4.1% | +4.7% |
| 7D | +12.3% | +2.7% | +9.6% | +10.2% |
| 30D | +9.5% | +6.3% | +3.2% | +4.5% |
| 3M | +1.8% | +11.1% | -9.3% | -7.2% |
| 6M | -15.3% | +29.2% | -44.6% | -33.4% |
| YTD | +29.6% | +30.2% | -0.6% | +1.2% |
| 1Y | +34.1% | +39.5% | -5.4% | -2.3% |
| 3Y | +74.0% | +92.3% | -18.3% | -15.8% |
| All | +74.0% | +86.3% | -12.3% | -15.8% |
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