-37.0%
SPXU vs IBB
+44.4%
-81.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +0.7% |
| 7D | +1.3% | -3.9% | +5.1% | -1.9% |
| 30D | +5.1% | +2.7% | +2.4% | +7.9% |
| 3M | -9.1% | +21.4% | -30.5% | +10.6% |
| 6M | -29.6% | +20.1% | -49.7% | -13.2% |
| YTD | -27.7% | +21.9% | -49.5% | -8.7% |
| 1Y | -37.0% | +44.1% | -81.1% | -7.7% |
| All | -37.0% | +44.4% | -81.3% | -7.7% |
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