+1,917.4%
SU vs IBB
+565.6%
+1,351.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +1.4% |
| 7D | +0.3% | +1.6% | -1.3% | -0.5% |
| 30D | -7.9% | +6.7% | -14.6% | -10.7% |
| 3M | +9.2% | +6.3% | +2.8% | +5.4% |
| 6M | +5.5% | +23.9% | -18.4% | -5.4% |
| YTD | +59.5% | +26.6% | +32.9% | +40.6% |
| 1Y | +59.9% | +29.6% | +30.3% | +39.4% |
| 3Y | +130.3% | +86.1% | +44.2% | +67.3% |
| 5Y | +225.3% | +40.3% | +185.0% | +163.3% |
| 10Y | +237.5% | +128.1% | +109.4% | +112.2% |
| All | +1,917.4% | +565.6% | +1,351.9% | +498.3% |
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