+35.1%
S vs IBB
+22.6%
+12.4%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.0% | -3.8% | -7.9% |
| 7D | -16.7% | -3.6% | -13.1% | -15.9% |
| 30D | -17.0% | +3.4% | -20.4% | -15.9% |
| 3M | +2.0% | +9.5% | -7.5% | +5.3% |
| 6M | +35.1% | +23.3% | +11.8% | +47.7% |
| All | +35.1% | +22.6% | +12.4% | +47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling