-68.4%
SMR vs IBB
+45.7%
-114.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.2% | +17.4% | +18.1% |
| 7D | +21.4% | -1.7% | +23.0% | +23.5% |
| 30D | +13.8% | +4.9% | +9.0% | +5.5% |
| 3M | +3.9% | +24.2% | -20.3% | -27.1% |
| 6M | -4.2% | +23.8% | -28.0% | -31.5% |
| YTD | -21.1% | +23.0% | -44.1% | -43.2% |
| All | -68.4% | +45.7% | -114.0% | -80.9% |
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