-25.8%
TE vs IBB
+42.2%
-68.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.2% | -4.8% |
| 7D | +3.8% | +2.2% | +1.6% | +2.7% |
| 30D | -26.2% | +6.3% | -32.5% | -28.1% |
| 3M | -49.7% | +16.3% | -66.0% | -53.0% |
| 6M | -46.5% | +30.0% | -76.5% | -53.3% |
| YTD | -59.1% | +31.1% | -90.3% | -62.3% |
| 1Y | -25.8% | +42.0% | -67.8% | -37.3% |
| All | -25.8% | +42.2% | -68.0% | -37.3% |
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