+687.3%
TGT vs IBB
+560.8%
+126.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.7% |
| 7D | +0.8% | +1.4% | -0.6% | +0.1% |
| 30D | +12.2% | +10.5% | +1.7% | +7.0% |
| 3M | +33.8% | +23.6% | +10.2% | +20.9% |
| 6M | +39.3% | +22.6% | +16.7% | +25.9% |
| YTD | +72.9% | +25.7% | +47.2% | +54.1% |
| 1Y | +84.6% | +51.4% | +33.2% | +50.6% |
| 3Y | +46.2% | +64.4% | -18.2% | +14.1% |
| 5Y | -21.3% | +22.1% | -43.5% | -30.2% |
| 10Y | +213.5% | +132.5% | +81.1% | +100.2% |
| All | +687.3% | +560.8% | +126.5% | +127.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling