-41.2%
TECH vs IBB
+43.4%
-84.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.5% |
| 7D | +0.1% | -1.4% | +1.4% | +1.1% |
| 30D | +0.3% | +6.8% | -6.5% | -7.1% |
| 3M | +1.0% | +9.2% | -8.2% | -10.0% |
| 6M | +54.0% | +28.3% | +25.6% | +14.0% |
| YTD | +24.3% | +29.4% | -5.1% | -9.8% |
| 1Y | +23.7% | +33.2% | -9.5% | -13.3% |
| 3Y | +28.5% | +90.2% | -61.7% | -38.4% |
| 5Y | -41.2% | +44.0% | -85.2% | -63.0% |
| All | -41.2% | +43.4% | -84.6% | -63.0% |
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