+136.0%
TT vs IBB
+42.1%
+93.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.6% |
| 7D | +0.8% | +0.8% | 0.0% | +0.4% |
| 30D | -11.8% | +5.2% | -17.0% | -14.1% |
| 3M | -11.6% | +8.6% | -20.2% | -15.8% |
| 6M | -9.3% | +27.8% | -37.1% | -21.5% |
| YTD | +8.9% | +28.8% | -19.9% | -6.4% |
| 1Y | -2.2% | +36.4% | -38.6% | -18.8% |
| 3Y | +91.9% | +89.3% | +2.5% | +27.6% |
| 5Y | +136.0% | +43.3% | +92.7% | +72.2% |
| All | +136.0% | +42.1% | +93.9% | +72.2% |
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