+101.5%
TD vs IBB
+37.5%
+64.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | -1.7% | -1.8% | +0.1% | -1.1% |
| 30D | +8.2% | +5.1% | +3.2% | +6.5% |
| 3M | +1.7% | +10.7% | -9.0% | -2.0% |
| 6M | +14.2% | +22.9% | -8.6% | +5.9% |
| YTD | +32.8% | +26.7% | +6.1% | +21.5% |
| 1Y | +55.5% | +35.1% | +20.4% | +38.9% |
| 3Y | +129.6% | +80.2% | +49.4% | +82.2% |
| All | +101.5% | +37.5% | +64.0% | +64.8% |
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