-20.7%
SPXU vs IBB
+35.3%
-56.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -5.0% | +18.2% | +8.9% |
| 7D | +14.2% | -3.6% | +17.8% | +11.3% |
| 30D | +19.3% | +3.4% | +15.9% | +22.8% |
| 3M | +16.2% | +9.5% | +6.7% | +26.5% |
| 6M | -3.5% | +23.3% | -26.8% | +19.6% |
| YTD | -19.2% | +24.5% | -43.7% | +4.4% |
| 1Y | -20.7% | +32.9% | -53.6% | +11.5% |
| All | -20.7% | +35.3% | -56.0% | +11.5% |
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