+1,860.4%
SU vs IBB
+560.8%
+1,299.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | +3.6% | +1.4% | +2.1% | +2.9% |
| 30D | +7.9% | +10.5% | -2.6% | +2.9% |
| 3M | +3.5% | +23.6% | -20.1% | -6.4% |
| 6M | +19.0% | +22.6% | -3.7% | +7.2% |
| YTD | +55.0% | +25.7% | +29.3% | +37.8% |
| 1Y | +71.2% | +51.4% | +19.8% | +39.5% |
| 3Y | +117.4% | +64.4% | +53.1% | +67.8% |
| 5Y | +335.2% | +22.1% | +313.0% | +277.8% |
| 10Y | +248.7% | +132.5% | +116.3% | +117.4% |
| All | +1,860.4% | +560.8% | +1,299.5% | +486.3% |
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