+2.2%
TEAM vs IBB
+45.6%
-43.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.8% | -6.6% |
| 7D | -5.7% | -1.7% | -4.0% | -5.4% |
| 30D | +18.3% | +4.9% | +13.5% | +17.4% |
| 3M | +80.2% | +24.2% | +56.0% | +81.1% |
| 6M | +111.0% | +23.8% | +87.1% | +110.5% |
| YTD | +8.8% | +23.0% | -14.1% | +8.3% |
| 1Y | +2.2% | +46.2% | -44.0% | -0.7% |
| All | +2.2% | +45.6% | -43.5% | -0.7% |
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