-67.0%
SE vs IBB
+20.0%
-87.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +3.7% |
| 7D | +0.6% | -1.7% | +2.3% | +2.5% |
| 30D | -0.1% | +4.9% | -5.0% | -6.3% |
| 3M | +34.1% | +24.2% | +9.9% | +1.5% |
| 6M | +23.2% | +23.8% | -0.6% | -6.8% |
| YTD | -11.2% | +23.0% | -34.1% | -32.8% |
| 1Y | -40.5% | +46.2% | -86.7% | -64.6% |
| 3Y | +196.3% | +64.8% | +131.5% | +32.6% |
| 5Y | -67.0% | +20.9% | -87.9% | -77.2% |
| All | -67.0% | +20.0% | -87.0% | -77.2% |
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