-69.0%
S vs IBB
+39.3%
-108.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +2.0% | -0.5% | +2.5% | +2.9% |
| 30D | -2.7% | +4.6% | -7.3% | -7.1% |
| 3M | -6.9% | +6.8% | -13.7% | -15.1% |
| 6M | +38.1% | +23.1% | +15.0% | +3.8% |
| YTD | +48.0% | +26.0% | +22.0% | +6.1% |
| 1Y | +34.5% | +30.4% | +4.1% | -8.3% |
| 3Y | +38.3% | +85.4% | -47.1% | -47.6% |
| All | -69.0% | +39.3% | -108.3% | -79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling