+13,174.6%
TDG vs IBB
+693.7%
+12,480.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.9% |
| 7D | -2.0% | +1.4% | -3.4% | -2.8% |
| 30D | -7.4% | +10.5% | -17.9% | -12.9% |
| 3M | -5.4% | +23.6% | -29.0% | -16.7% |
| 6M | -11.6% | +22.6% | -34.3% | -21.9% |
| YTD | -12.6% | +25.7% | -38.3% | -24.1% |
| 1Y | -9.3% | +51.4% | -60.7% | -29.6% |
| 3Y | +49.2% | +64.4% | -15.2% | +8.8% |
| 5Y | +132.1% | +22.1% | +110.0% | +98.4% |
| 10Y | +544.8% | +132.5% | +412.4% | +263.2% |
| All | +13,174.6% | +693.7% | +12,480.9% | +2,520.8% |
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 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