+15.1%
TEAM vs IBB
+42.2%
-27.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.0% |
| 7D | -13.7% | +2.2% | -15.9% | -14.1% |
| 30D | -3.4% | +6.3% | -9.8% | -4.5% |
| 3M | +72.1% | +16.3% | +55.8% | +68.8% |
| 6M | +103.8% | +30.0% | +73.8% | +103.7% |
| YTD | +17.1% | +31.1% | -14.0% | +16.1% |
| 1Y | +15.1% | +42.0% | -26.9% | +12.7% |
| All | +15.1% | +42.2% | -27.1% | +12.7% |
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 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