+160.8%
TE vs IBB
+45.7%
+115.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.2% | +12.2% | +11.1% |
| 7D | +18.2% | -1.7% | +19.9% | +19.1% |
| 30D | -13.5% | +4.9% | -18.4% | -16.3% |
| 3M | -44.6% | +24.2% | -68.8% | -53.2% |
| 6M | -24.7% | +23.8% | -48.5% | -36.0% |
| YTD | -24.3% | +23.0% | -47.2% | -34.1% |
| All | +160.8% | +45.7% | +115.2% | +77.4% |
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