+226.8%
SOXX vs IBB
+61.1%
+165.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.7% | +1.8% |
| 7D | +1.4% | -4.2% | +5.6% | +4.8% |
| 30D | -3.6% | +1.1% | -4.7% | -5.2% |
| 3M | -10.2% | +19.0% | -29.2% | -23.5% |
| 6M | +54.2% | +18.9% | +35.4% | +31.3% |
| YTD | +75.2% | +20.3% | +54.9% | +47.3% |
| 1Y | +107.5% | +41.5% | +66.0% | +50.9% |
| 3Y | +226.8% | +60.3% | +166.5% | +110.1% |
| All | +226.8% | +61.1% | +165.7% | +110.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling