+68.5%
TGT vs IBB
+86.9%
-18.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.1% |
| 7D | +2.6% | +1.6% | +0.9% | +1.9% |
| 30D | +6.6% | +6.7% | -0.1% | +3.5% |
| 3M | +5.2% | +6.3% | -1.1% | +2.1% |
| 6M | +35.3% | +23.9% | +11.4% | +21.7% |
| YTD | +70.3% | +26.6% | +43.7% | +50.6% |
| 1Y | +81.2% | +29.6% | +51.5% | +57.7% |
| All | +68.5% | +86.9% | -18.4% | +23.5% |
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 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