-73.1%
SMR vs IBB
+51.5%
-124.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.7% |
| 7D | +4.4% | +1.4% | +3.0% | +2.4% |
| 30D | +3.4% | +10.5% | -7.1% | -10.3% |
| 3M | -19.2% | +23.6% | -42.8% | -41.6% |
| 6M | -22.6% | +22.6% | -45.3% | -42.8% |
| YTD | -31.5% | +25.7% | -57.2% | -51.5% |
| 1Y | -73.1% | +51.4% | -124.5% | -83.6% |
| All | -73.1% | +51.5% | -124.5% | -83.6% |
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