-45.5%
RUN vs IBB
+45.6%
-91.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +5.8% |
| 7D | +10.2% | -1.7% | +11.8% | +11.9% |
| 30D | -9.6% | +4.9% | -14.5% | -14.0% |
| 3M | -31.5% | +24.2% | -55.7% | -46.4% |
| 6M | -18.7% | +23.8% | -42.5% | -36.7% |
| YTD | -49.9% | +23.0% | -72.8% | -61.7% |
| 1Y | -45.5% | +46.2% | -91.7% | -64.9% |
| All | -45.5% | +45.6% | -91.1% | -64.9% |
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