+43.2%
TER vs IBB
+42.2%
+1.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -8.6% |
| 7D | -19.9% | +2.2% | -22.1% | -21.1% |
| 30D | -43.5% | +6.3% | -49.9% | -45.9% |
| 3M | -37.8% | +16.3% | -54.1% | -46.3% |
| 6M | -25.6% | +30.0% | -55.5% | -44.4% |
| YTD | +29.8% | +31.1% | -1.3% | -4.2% |
| 1Y | +43.2% | +42.0% | +1.2% | -1.1% |
| All | +43.2% | +42.2% | +1.0% | -1.1% |
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