+148.6%
TE vs IBB
+51.5%
+97.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.9% |
| 7D | -4.0% | +1.4% | -5.4% | -4.8% |
| 30D | -15.9% | +10.5% | -26.4% | -21.3% |
| 3M | -60.5% | +23.6% | -84.2% | -66.4% |
| 6M | -35.2% | +22.6% | -57.8% | -43.7% |
| YTD | -31.1% | +25.7% | -56.8% | -41.1% |
| 1Y | +148.6% | +51.4% | +97.3% | +60.1% |
| All | +148.6% | +51.5% | +97.2% | +60.1% |
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