-16.7%
TRI vs IBB
+42.2%
-58.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +6.2% |
| 7D | +1.0% | +2.2% | -1.2% | +0.8% |
| 30D | +20.8% | +6.3% | +14.4% | +20.1% |
| 3M | +8.1% | +16.3% | -8.2% | +7.2% |
| 6M | +24.2% | +30.0% | -5.8% | +24.2% |
| YTD | -7.8% | +31.1% | -38.9% | -8.9% |
| 1Y | -16.7% | +42.0% | -58.6% | -20.5% |
| All | -16.7% | +42.2% | -58.9% | -20.5% |
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 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