-41.2%
TECH vs IBB
+37.5%
-78.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -1.6% |
| 7D | +0.2% | -1.8% | +2.0% | +1.7% |
| 30D | +0.3% | +5.1% | -4.7% | -5.6% |
| 3M | +1.3% | +10.7% | -9.4% | -11.2% |
| 6M | +54.0% | +22.9% | +31.1% | +19.3% |
| YTD | +24.3% | +26.7% | -2.4% | -7.8% |
| 1Y | +25.8% | +35.1% | -9.3% | -13.5% |
| 3Y | +26.0% | +80.2% | -54.2% | -36.0% |
| All | -41.2% | +37.5% | -78.7% | -61.9% |
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