-79.7%
TE vs IBB
+37.5%
-117.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +1.2% |
| 7D | -12.6% | -1.8% | -10.8% | -9.6% |
| 30D | -36.7% | +5.1% | -41.8% | -40.2% |
| 3M | -57.5% | +10.7% | -68.2% | -63.3% |
| 6M | -55.2% | +22.9% | -78.1% | -67.2% |
| YTD | -64.7% | +26.7% | -91.4% | -75.8% |
| 1Y | -35.9% | +35.1% | -71.0% | -60.6% |
| 3Y | -31.8% | +80.2% | -112.0% | -70.0% |
| All | -79.7% | +37.5% | -117.1% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling