+527.9%
TTD vs IBB
+133.2%
+394.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.1% |
| 7D | +20.8% | -1.4% | +22.1% | +22.9% |
| 30D | +33.8% | +6.8% | +27.0% | +24.0% |
| 3M | +17.8% | +9.2% | +8.6% | +4.6% |
| 6M | -25.7% | +28.3% | -54.1% | -47.1% |
| YTD | -57.9% | +29.4% | -87.3% | -71.1% |
| 1Y | -63.8% | +33.2% | -97.0% | -76.2% |
| 3Y | -75.0% | +90.2% | -165.2% | -90.4% |
| 5Y | -82.5% | +44.0% | -126.5% | -89.4% |
| 10Y | +527.9% | +133.1% | +394.8% | +136.1% |
| All | +527.9% | +133.2% | +394.7% | +136.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling