+443.6%
STX vs IBB
+37.5%
+406.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.4% |
| 7D | -28.5% | -1.8% | -26.7% | -27.2% |
| 30D | -42.9% | +5.1% | -48.0% | -44.4% |
| 3M | -45.9% | +10.7% | -56.6% | -49.8% |
| 6M | -41.3% | +22.9% | -64.2% | -50.1% |
| YTD | +67.9% | +26.7% | +41.2% | +39.7% |
| 1Y | +66.5% | +35.1% | +31.4% | +31.9% |
| 3Y | +588.0% | +80.2% | +507.8% | +334.1% |
| All | +443.6% | +37.5% | +406.1% | +291.0% |
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