+626.7%
RVMD vs IBB
+75.5%
+551.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.3% |
| 3M | +34.9% | +23.6% | +11.3% | +1.5% |
| 6M | +107.6% | +22.6% | +84.9% | +58.7% |
| YTD | +163.7% | +25.7% | +138.0% | +95.5% |
| 1Y | +439.2% | +51.4% | +387.8% | +215.2% |
| 3Y | +499.2% | +64.4% | +434.8% | +219.4% |
| 5Y | +621.7% | +22.1% | +599.6% | +452.2% |
| All | +626.7% | +75.5% | +551.2% | +286.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling