-3.0%
RUN vs IBB
+86.3%
-89.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -5.8% |
| 7D | +18.1% | +2.7% | +15.4% | +12.6% |
| 30D | +27.5% | +6.3% | +21.2% | +15.7% |
| 3M | -4.5% | +11.1% | -15.6% | -19.4% |
| 6M | -33.3% | +29.2% | -62.6% | -55.3% |
| YTD | -47.1% | +30.2% | -77.3% | -65.7% |
| 1Y | -43.1% | +39.5% | -82.6% | -66.8% |
| 3Y | -3.0% | +92.3% | -95.3% | -80.1% |
| All | -3.0% | +86.3% | -89.3% | -80.1% |
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