+365.4%
STX vs IBB
+51.5%
+314.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.6% |
| 7D | +2.4% | +1.4% | +0.9% | +1.8% |
| 30D | +1.4% | +10.5% | -9.1% | -3.8% |
| 3M | -8.2% | +23.6% | -31.9% | -20.7% |
| 6M | +127.0% | +22.6% | +104.4% | +96.9% |
| YTD | +209.1% | +25.7% | +183.5% | +162.4% |
| 1Y | +365.4% | +51.4% | +314.0% | +231.5% |
| All | +365.4% | +51.5% | +314.0% | +231.5% |
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