+4,747.8%
TT vs IBB
+560.8%
+4,187.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.4% |
| 7D | 0.0% | +1.4% | -1.4% | -0.8% |
| 30D | -7.2% | +10.5% | -17.6% | -12.7% |
| 3M | -3.0% | +23.6% | -26.6% | -14.7% |
| 6M | +1.4% | +22.6% | -21.3% | -10.7% |
| YTD | +15.9% | +25.7% | -9.8% | +0.5% |
| 1Y | +9.4% | +51.4% | -42.0% | -15.1% |
| 3Y | +124.4% | +64.4% | +60.0% | +63.5% |
| 5Y | +138.0% | +22.1% | +115.9% | +103.6% |
| 10Y | +886.4% | +132.5% | +753.9% | +441.7% |
| All | +4,747.8% | +560.8% | +4,187.0% | +950.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling