+70.3%
SLB vs IBB
+42.1%
+28.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -4.3% | +0.8% | -5.1% | -4.6% |
| 30D | +1.9% | +5.2% | -3.2% | +0.1% |
| 3M | -5.7% | +8.6% | -14.3% | -8.8% |
| 6M | -5.3% | +27.8% | -33.2% | -14.2% |
| YTD | +32.2% | +28.8% | +3.3% | +19.2% |
| 1Y | +38.5% | +36.4% | +2.1% | +22.0% |
| 3Y | +1.1% | +89.3% | -88.2% | -21.6% |
| 5Y | +70.3% | +43.3% | +27.0% | +30.0% |
| All | +70.3% | +42.1% | +28.1% | +30.0% |
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 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