-99.5%
SPXU vs IBB
+127.7%
-227.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.2% | -2.4% |
| 7D | -9.4% | +1.6% | -11.0% | -6.6% |
| 30D | +7.4% | +6.7% | +0.7% | +21.1% |
| 3M | +6.2% | +6.3% | -0.2% | +19.2% |
| 6M | -7.2% | +23.9% | -31.1% | +34.6% |
| YTD | -26.8% | +26.6% | -53.3% | +12.9% |
| 1Y | -26.3% | +29.6% | -55.9% | +18.9% |
| 3Y | -80.6% | +86.1% | -166.7% | -31.3% |
| 5Y | -83.6% | +40.3% | -123.9% | -51.9% |
| All | -99.5% | +127.7% | -227.2% | -94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling