+1,935.8%
SU vs IBB
+562.7%
+1,373.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.7% | -0.5% | +2.2% | +1.9% |
| 30D | -7.9% | +4.6% | -12.4% | -9.9% |
| 3M | +7.5% | +6.8% | +0.7% | +3.7% |
| 6M | +7.2% | +23.1% | -15.9% | -3.6% |
| YTD | +60.9% | +26.0% | +34.9% | +42.2% |
| 1Y | +63.6% | +30.4% | +33.3% | +42.3% |
| 3Y | +128.9% | +85.4% | +43.4% | +66.5% |
| 5Y | +228.3% | +39.7% | +188.5% | +166.2% |
| 10Y | +240.6% | +127.1% | +113.5% | +114.6% |
| All | +1,935.8% | +562.7% | +1,373.1% | +504.8% |
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