+1,434.0%
TRV vs IBB
+562.7%
+871.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.0% | -0.5% | +2.6% | +2.2% |
| 30D | +6.7% | +4.6% | +2.2% | +4.6% |
| 3M | +9.4% | +6.8% | +2.5% | +5.7% |
| 6M | +37.7% | +23.1% | +14.6% | +25.0% |
| YTD | +40.6% | +26.0% | +14.6% | +25.7% |
| 1Y | +42.4% | +30.4% | +12.1% | +25.4% |
| 3Y | +148.1% | +85.4% | +62.7% | +84.8% |
| 5Y | +181.7% | +39.7% | +141.9% | +132.1% |
| 10Y | +352.6% | +127.1% | +225.5% | +187.7% |
| All | +1,434.0% | +562.7% | +871.3% | +333.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling