-83.5%
SPXU vs IBB
+42.1%
-125.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | -0.5% |
| 7D | +0.5% | +0.8% | -0.3% | +3.0% |
| 30D | +10.9% | +5.2% | +5.7% | +21.3% |
| 3M | +9.6% | +8.6% | +1.0% | +26.2% |
| 6M | -4.7% | +27.8% | -32.5% | +42.8% |
| YTD | -24.6% | +28.8% | -53.4% | +17.3% |
| 1Y | -24.7% | +36.4% | -61.1% | +29.5% |
| 3Y | -80.0% | +89.3% | -169.4% | -27.3% |
| 5Y | -83.5% | +43.3% | -126.8% | -42.2% |
| All | -83.5% | +42.1% | -125.6% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling