+475.2%
TEAM vs IBB
+122.6%
+352.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.8% | -5.0% |
| 7D | -5.7% | -1.7% | -4.0% | -4.2% |
| 30D | +18.3% | +4.9% | +13.5% | +13.1% |
| 3M | +80.2% | +24.2% | +56.0% | +48.2% |
| 6M | +111.0% | +23.8% | +87.1% | +71.5% |
| YTD | +8.8% | +23.0% | -14.1% | -11.7% |
| 1Y | +2.2% | +46.2% | -44.0% | -30.1% |
| 3Y | -14.6% | +64.8% | -79.4% | -48.3% |
| 5Y | -53.8% | +20.9% | -74.7% | -63.0% |
| 10Y | +475.2% | +121.6% | +353.6% | +216.7% |
| All | +475.2% | +122.6% | +352.6% | +216.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling