+9.5%
S vs IBB
+51.5%
-41.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -7.7% | +1.4% | -9.1% | -8.1% |
| 30D | -5.3% | +10.5% | -15.8% | -8.7% |
| 3M | +20.3% | +23.6% | -3.4% | +10.8% |
| 6M | +47.4% | +22.6% | +24.7% | +35.5% |
| YTD | +32.5% | +25.7% | +6.9% | +19.1% |
| 1Y | +9.5% | +51.4% | -41.8% | -13.4% |
| All | +9.5% | +51.5% | -41.9% | -13.4% |
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