+4,147.4%
TT vs IBB
+554.8%
+3,592.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.0% | +0.6% | -1.5% |
| 7D | -9.0% | -3.6% | -5.4% | -7.1% |
| 30D | -17.6% | +3.4% | -21.0% | -19.4% |
| 3M | -18.7% | +9.5% | -28.1% | -23.5% |
| 6M | -17.4% | +23.3% | -40.7% | -27.8% |
| YTD | +1.5% | +24.5% | -23.0% | -12.0% |
| 1Y | -9.4% | +32.9% | -42.3% | -24.5% |
| 3Y | +85.1% | +76.6% | +8.5% | +28.5% |
| 5Y | +125.7% | +35.5% | +90.3% | +81.3% |
| 10Y | +757.3% | +156.7% | +600.6% | +341.7% |
| All | +4,147.4% | +554.8% | +3,592.6% | +821.1% |
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 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