+1,077.0%
TER vs IBB
+133.2%
+943.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +7.9% |
| 7D | +5.9% | -1.4% | +7.2% | +8.2% |
| 30D | -30.8% | +6.8% | -37.6% | -34.6% |
| 3M | -29.9% | +9.2% | -39.2% | -36.2% |
| 6M | -27.5% | +28.3% | -55.8% | -43.8% |
| YTD | +37.5% | +29.4% | +8.1% | +6.2% |
| 1Y | +50.3% | +33.2% | +17.1% | +13.0% |
| 3Y | +204.9% | +90.2% | +114.7% | +63.6% |
| 5Y | +89.2% | +44.0% | +45.2% | +31.9% |
| 10Y | +1,077.0% | +133.1% | +943.9% | +484.8% |
| All | +1,077.0% | +133.2% | +943.8% | +484.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling