+62.6%
TD vs IBB
+42.2%
+20.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.1% | +2.4% |
| 7D | +1.4% | +2.2% | -0.8% | +1.0% |
| 30D | +10.2% | +6.3% | +3.9% | +9.1% |
| 3M | +8.1% | +16.3% | -8.2% | +5.2% |
| 6M | +22.3% | +30.0% | -7.7% | +15.5% |
| YTD | +39.0% | +31.1% | +7.9% | +31.1% |
| 1Y | +62.6% | +42.0% | +20.7% | +49.9% |
| All | +62.6% | +42.2% | +20.4% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling