+48.9%
RUN vs IBB
+122.6%
-73.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +6.6% |
| 7D | +10.2% | -1.7% | +11.8% | +12.5% |
| 30D | -9.6% | +4.9% | -14.5% | -15.6% |
| 3M | -31.5% | +24.2% | -55.7% | -49.4% |
| 6M | -18.7% | +23.8% | -42.5% | -39.8% |
| YTD | -49.9% | +23.0% | -72.8% | -62.9% |
| 1Y | -45.5% | +46.2% | -91.7% | -67.8% |
| 3Y | -34.1% | +64.8% | -98.9% | -64.8% |
| 5Y | -79.4% | +20.9% | -100.3% | -83.2% |
| 10Y | +48.9% | +121.6% | -72.6% | -18.4% |
| All | +48.9% | +122.6% | -73.7% | -18.4% |
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