-50.3%
TEAM vs IBB
+22.5%
-72.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -1.7% |
| 7D | -0.4% | +1.4% | -1.9% | -2.0% |
| 30D | +67.3% | +10.5% | +56.8% | +50.1% |
| 3M | +86.8% | +23.6% | +63.1% | +47.3% |
| 6M | +146.8% | +22.6% | +124.2% | +92.3% |
| YTD | +16.9% | +25.7% | -8.8% | -12.3% |
| 1Y | +12.8% | +51.4% | -38.6% | -34.0% |
| 3Y | -7.3% | +64.4% | -71.6% | -53.2% |
| All | -50.3% | +22.5% | -72.8% | -65.6% |
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