+634.8%
STX vs IBB
+90.2%
+544.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.2% |
| 7D | -17.3% | +0.8% | -18.1% | -17.3% |
| 30D | -35.9% | +5.2% | -41.1% | -37.4% |
| 3M | -37.3% | +8.6% | -45.9% | -40.6% |
| 6M | -35.8% | +27.8% | -63.6% | -46.6% |
| YTD | +82.7% | +28.8% | +53.9% | +51.2% |
| 1Y | +71.6% | +36.4% | +35.2% | +35.8% |
| All | +634.8% | +90.2% | +544.6% | +360.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling