+53.4%
T vs IBB
+37.5%
+16.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.1% |
| 7D | +1.0% | -1.8% | +2.9% | +1.3% |
| 30D | -10.6% | +5.1% | -15.7% | -11.3% |
| 3M | -7.7% | +10.7% | -18.5% | -9.4% |
| 6M | -13.3% | +22.9% | -36.2% | -16.5% |
| YTD | -8.8% | +26.7% | -35.5% | -13.0% |
| 1Y | -8.4% | +35.1% | -43.5% | -13.9% |
| 3Y | +59.6% | +80.2% | -20.6% | +37.5% |
| All | +53.4% | +37.5% | +16.0% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling