+154.5%
TRV vs IBB
+20.0%
+134.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.2% | -3.9% | +4.1% | +1.0% |
| 30D | -2.3% | +2.7% | -5.1% | -3.1% |
| 3M | +22.7% | +21.4% | +1.3% | +17.2% |
| 6M | +21.9% | +20.1% | +1.9% | +16.6% |
| YTD | +27.5% | +21.9% | +5.6% | +21.3% |
| 1Y | +36.2% | +44.1% | -7.9% | +24.2% |
| 3Y | +140.6% | +63.4% | +77.2% | +111.1% |
| 5Y | +154.5% | +19.8% | +134.8% | +130.1% |
| All | +154.5% | +20.0% | +134.5% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling