+62.5%
SLB vs IBB
+37.5%
+25.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | 0.0% |
| 7D | -7.1% | -1.8% | -5.3% | -6.5% |
| 30D | +4.1% | +5.1% | -1.0% | +2.2% |
| 3M | -2.6% | +10.7% | -13.4% | -6.6% |
| 6M | -8.6% | +22.9% | -31.4% | -15.9% |
| YTD | +32.2% | +26.7% | +5.5% | +19.8% |
| 1Y | +40.7% | +35.1% | +5.5% | +24.2% |
| 3Y | -4.5% | +80.2% | -84.7% | -25.0% |
| All | +62.5% | +37.5% | +25.1% | +26.5% |
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