+31.1%
SOLS vs IBB
+32.8%
-1.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | +3.7% | -3.9% | +7.6% | +5.0% |
| 30D | +5.0% | +2.7% | +2.3% | +2.4% |
| 3M | -21.1% | +21.4% | -42.4% | -31.9% |
| 6M | -14.2% | +20.1% | -34.2% | -25.9% |
| YTD | +30.6% | +21.9% | +8.8% | +11.3% |
| All | +31.1% | +32.8% | -1.7% | +8.9% |
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