+8,652.1%
STX vs IBB
+1,175.3%
+7,476.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.5% |
| 7D | -28.5% | -1.8% | -26.7% | -27.2% |
| 30D | -42.9% | +5.1% | -48.0% | -44.6% |
| 3M | -45.9% | +10.7% | -56.6% | -50.1% |
| 6M | -41.3% | +22.9% | -64.2% | -50.2% |
| YTD | +67.9% | +26.7% | +41.2% | +39.4% |
| 1Y | +66.5% | +35.1% | +31.4% | +31.7% |
| 3Y | +588.0% | +80.2% | +507.8% | +336.3% |
| 5Y | +449.1% | +37.8% | +411.2% | +319.6% |
| 10Y | +1,982.8% | +161.2% | +1,821.6% | +832.6% |
| All | +8,652.1% | +1,175.3% | +7,476.9% | +870.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling