+264.0%
SPOT vs IBB
+109.7%
+154.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.5% |
| 7D | -0.9% | +1.4% | -2.3% | -1.9% |
| 30D | +12.5% | +10.5% | +2.0% | +4.0% |
| 3M | +9.9% | +23.6% | -13.7% | -7.1% |
| 6M | +1.6% | +22.6% | -21.1% | -14.2% |
| YTD | -6.6% | +25.7% | -32.3% | -23.0% |
| 1Y | -22.9% | +51.4% | -74.3% | -45.6% |
| 3Y | +244.3% | +64.4% | +179.9% | +119.4% |
| 5Y | +117.8% | +22.1% | +95.7% | +75.5% |
| All | +264.0% | +109.7% | +154.4% | +108.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling