+21.8%
RSP vs IBB
+42.2%
-20.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.8% | +1.2% |
| 7D | +2.7% | +2.2% | +0.5% | +2.1% |
| 30D | +5.8% | +6.3% | -0.5% | +4.1% |
| 3M | +1.8% | +16.3% | -14.5% | -2.5% |
| 6M | +11.6% | +30.0% | -18.4% | +3.0% |
| YTD | +18.0% | +31.1% | -13.2% | +7.9% |
| 1Y | +21.8% | +42.0% | -20.1% | +7.2% |
| All | +21.8% | +42.2% | -20.4% | +7.2% |
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