+2,189.2%
TD vs IBB
+566.2%
+1,623.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | -1.7% | -1.8% | +0.1% | -1.0% |
| 30D | +8.2% | +5.1% | +3.2% | +6.0% |
| 3M | +1.7% | +10.7% | -9.0% | -2.8% |
| 6M | +14.2% | +22.9% | -8.6% | +4.5% |
| YTD | +32.8% | +26.7% | +6.1% | +19.6% |
| 1Y | +55.5% | +35.1% | +20.4% | +36.4% |
| 3Y | +129.6% | +80.2% | +49.4% | +77.1% |
| 5Y | +102.2% | +37.8% | +64.3% | +71.4% |
| 10Y | +306.3% | +161.2% | +145.1% | +156.8% |
| All | +2,189.2% | +566.2% | +1,623.0% | +711.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling