+238.5%
TER vs IBB
+64.8%
+173.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.3% |
| 7D | +0.6% | +1.4% | -0.8% | -0.8% |
| 30D | -8.3% | +10.5% | -18.8% | -18.2% |
| 3M | -12.2% | +23.6% | -35.9% | -31.1% |
| 6M | +17.1% | +22.6% | -5.6% | -6.8% |
| YTD | +84.7% | +25.7% | +59.0% | +43.0% |
| 1Y | +199.9% | +51.4% | +148.5% | +91.3% |
| All | +238.5% | +64.8% | +173.7% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling