+51.6%
SW vs IBB
+84.9%
-33.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.4% | +2.6% |
| 7D | +12.1% | +2.2% | +9.8% | +10.7% |
| 30D | +6.6% | +6.3% | +0.2% | +2.6% |
| 3M | -6.0% | +16.3% | -22.3% | -14.5% |
| 6M | +21.5% | +30.0% | -8.5% | +3.1% |
| YTD | +20.3% | +31.1% | -10.8% | +1.0% |
| 1Y | +28.1% | +42.0% | -13.8% | +2.4% |
| All | +51.6% | +84.9% | -33.3% | +6.5% |
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 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