-85.1%
TTD vs IBB
+39.3%
-124.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | +21.3% | -0.5% | +21.8% | +22.3% |
| 30D | +28.7% | +4.6% | +24.2% | +23.1% |
| 3M | +7.7% | +6.8% | +0.9% | -0.9% |
| 6M | -23.5% | +23.1% | -46.6% | -41.5% |
| YTD | -58.7% | +26.0% | -84.7% | -70.1% |
| 1Y | -63.4% | +30.4% | -93.8% | -74.9% |
| 3Y | -75.3% | +85.4% | -160.7% | -90.8% |
| All | -85.1% | +39.3% | -124.5% | -90.1% |
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 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