+467.0%
TEAM vs IBB
+139.6%
+327.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -1.7% |
| 7D | -17.2% | +2.7% | -19.9% | -19.5% |
| 30D | -25.1% | +6.3% | -31.4% | -29.5% |
| 3M | +3.9% | +11.1% | -7.2% | -6.8% |
| 6M | +69.1% | +29.2% | +39.9% | +31.3% |
| YTD | -4.5% | +30.2% | -34.7% | -27.5% |
| 1Y | -1.9% | +39.5% | -41.4% | -30.7% |
| 3Y | -9.3% | +92.3% | -101.7% | -54.0% |
| 5Y | -65.2% | +43.0% | -108.1% | -75.9% |
| 10Y | +467.0% | +137.1% | +329.9% | +176.3% |
| All | +467.0% | +139.6% | +327.4% | +176.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling