+40.7%
THC vs IBB
+42.2%
-1.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +8.5% |
| 7D | +8.8% | +2.2% | +6.6% | +8.0% |
| 30D | +12.6% | +6.3% | +6.3% | +10.1% |
| 3M | +15.4% | +16.3% | -0.9% | +7.9% |
| 6M | +57.7% | +30.0% | +27.7% | +41.3% |
| YTD | +47.1% | +31.1% | +15.9% | +30.2% |
| 1Y | +40.7% | +42.0% | -1.3% | +16.0% |
| All | +40.7% | +42.2% | -1.5% | +16.0% |
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 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