+84.6%
TGT vs IBB
+51.5%
+33.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.5% |
| 7D | +0.8% | +1.4% | -0.6% | +0.4% |
| 30D | +12.2% | +10.5% | +1.7% | +9.8% |
| 3M | +33.8% | +23.6% | +10.2% | +27.0% |
| 6M | +39.3% | +22.6% | +16.7% | +32.7% |
| YTD | +72.9% | +25.7% | +47.2% | +62.4% |
| 1Y | +84.6% | +51.4% | +33.2% | +56.6% |
| All | +84.6% | +51.5% | +33.1% | +56.6% |
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