+531.8%
RVMD vs IBB
+63.1%
+468.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.3% |
| 7D | -0.7% | -3.9% | +3.1% | +4.4% |
| 30D | +0.3% | +2.7% | -2.4% | -4.1% |
| 3M | +38.9% | +21.4% | +17.5% | +5.9% |
| 6M | +108.1% | +20.1% | +88.0% | +62.1% |
| YTD | +160.7% | +21.9% | +138.9% | +99.1% |
| 1Y | +407.3% | +44.1% | +363.2% | +211.0% |
| All | +531.8% | +63.1% | +468.7% | +193.6% |
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