+439.2%
RVMD vs IBB
+51.5%
+387.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.7% |
| 7D | +1.0% | +1.4% | -0.4% | -0.8% |
| 30D | +6.4% | +10.5% | -4.0% | -7.8% |
| 3M | +34.9% | +23.6% | +11.3% | -0.6% |
| 6M | +107.6% | +22.6% | +84.9% | +56.2% |
| YTD | +163.7% | +25.7% | +138.0% | +91.0% |
| 1Y | +439.2% | +51.4% | +387.8% | +200.2% |
| All | +439.2% | +51.5% | +387.7% | +200.2% |
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