-13.1%
SLB vs IBB
+126.8%
-139.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +3.5% | -0.5% | +4.0% | +3.8% |
| 30D | +6.5% | +4.6% | +2.0% | +3.8% |
| 3M | -0.2% | +6.8% | -7.1% | -4.5% |
| 6M | -5.7% | +23.1% | -28.8% | -17.0% |
| YTD | +36.8% | +26.0% | +10.8% | +18.4% |
| 1Y | +45.8% | +30.4% | +15.4% | +23.6% |
| 3Y | +3.4% | +85.4% | -82.1% | -29.4% |
| 5Y | +76.1% | +39.7% | +36.4% | +39.0% |
| All | -13.1% | +126.8% | -139.8% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling