+54.6%
TER vs IBB
+37.5%
+17.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +0.8% |
| 7D | -20.5% | -1.8% | -18.6% | -18.6% |
| 30D | -47.0% | +5.1% | -52.1% | -49.4% |
| 3M | -43.3% | +10.7% | -54.0% | -49.7% |
| 6M | -42.9% | +22.9% | -65.8% | -55.0% |
| YTD | +12.9% | +26.7% | -13.8% | -13.5% |
| 1Y | +18.2% | +35.1% | -16.9% | -15.6% |
| 3Y | +151.8% | +80.2% | +71.6% | +32.1% |
| All | +54.6% | +37.5% | +17.1% | +0.9% |
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