+125.4%
SU vs IBB
+60.8%
+64.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +1.7% | -5.2% | +6.9% | +2.5% |
| 30D | +9.6% | +1.5% | +8.2% | +9.3% |
| 3M | +11.7% | +22.1% | -10.4% | +7.7% |
| 6M | +21.9% | +17.7% | +4.2% | +18.0% |
| YTD | +58.6% | +20.2% | +38.5% | +52.4% |
| 1Y | +66.5% | +44.4% | +22.1% | +51.3% |
| All | +125.4% | +60.8% | +64.5% | +97.0% |
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 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