+16,011.1%
STX vs IBB
+1,165.0%
+14,846.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +7.0% |
| 7D | +2.4% | +1.4% | +0.9% | +1.2% |
| 30D | +1.4% | +10.5% | -9.1% | -6.7% |
| 3M | -8.2% | +23.6% | -31.9% | -22.8% |
| 6M | +127.0% | +22.6% | +104.4% | +92.0% |
| YTD | +209.1% | +25.7% | +183.5% | +156.9% |
| 1Y | +365.4% | +51.4% | +314.0% | +236.8% |
| 3Y | +1,135.4% | +64.4% | +1,071.0% | +733.6% |
| 5Y | +991.5% | +22.1% | +969.4% | +806.0% |
| 10Y | +3,695.8% | +132.5% | +3,563.4% | +1,745.3% |
| All | +16,011.1% | +1,165.0% | +14,846.1% | +1,689.5% |
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 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