-6.2%
TLT vs IBB
+36.8%
-43.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -1.0% | -1.4% | +0.3% | -0.9% |
| 30D | +3.7% | +6.8% | -3.1% | +2.6% |
| 3M | -0.8% | +9.2% | -10.0% | -2.2% |
| 6M | -3.6% | +28.3% | -31.9% | -7.3% |
| YTD | -3.9% | +29.4% | -33.3% | -8.0% |
| 1Y | -6.2% | +33.2% | -39.4% | -10.9% |
| All | -6.2% | +36.8% | -43.0% | -10.9% |
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 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