+47.4%
TER vs IBB
+29.7%
+17.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -4.9% | -5.0% |
| 7D | +14.4% | -0.5% | +14.9% | +15.1% |
| 30D | -30.6% | +4.6% | -35.1% | -31.9% |
| 3M | -39.2% | +6.8% | -46.0% | -42.6% |
| 6M | -31.3% | +23.1% | -54.4% | -46.2% |
| YTD | +29.1% | +26.0% | +3.1% | -1.7% |
| 1Y | +47.4% | +30.4% | +17.1% | +8.5% |
| All | +47.4% | +29.7% | +17.8% | +8.5% |
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