+27.6%
SYY vs IBB
+86.3%
-58.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.2% |
| 7D | -4.1% | +2.7% | -6.8% | -4.8% |
| 30D | +0.3% | +6.3% | -6.0% | -1.3% |
| 3M | -6.3% | +11.1% | -17.4% | -9.1% |
| 6M | +9.7% | +29.2% | -19.5% | +1.8% |
| YTD | +9.4% | +30.2% | -20.8% | +1.1% |
| 1Y | +7.3% | +39.5% | -32.2% | -3.1% |
| 3Y | +27.6% | +92.3% | -64.7% | -1.6% |
| All | +27.6% | +86.3% | -58.7% | -1.6% |
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