-48.8%
SE vs IBB
+42.2%
-91.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.8% | +3.3% |
| 7D | +6.7% | +2.2% | +4.5% | +5.6% |
| 30D | -17.2% | +6.3% | -23.5% | -19.5% |
| 3M | -28.0% | +16.3% | -44.3% | -33.3% |
| 6M | -6.1% | +30.0% | -36.1% | -19.0% |
| YTD | -37.1% | +31.1% | -68.3% | -46.2% |
| 1Y | -48.8% | +42.0% | -90.7% | -57.3% |
| All | -48.8% | +42.2% | -91.0% | -57.3% |
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