+16.9%
TPR vs IBB
+51.5%
-34.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.1% |
| 7D | -2.7% | +1.4% | -4.1% | -3.4% |
| 30D | -23.3% | +10.5% | -33.7% | -27.8% |
| 3M | -12.8% | +23.6% | -36.4% | -23.9% |
| 6M | -21.7% | +22.6% | -44.4% | -31.4% |
| YTD | -3.9% | +25.7% | -29.6% | -17.4% |
| 1Y | +16.9% | +51.4% | -34.5% | -10.8% |
| All | +16.9% | +51.5% | -34.6% | -10.8% |
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