+329.6%
TTD vs IBB
+122.0%
+207.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -1.0% |
| 7D | +5.2% | -1.8% | +7.0% | +7.2% |
| 30D | +6.9% | +5.1% | +1.9% | +0.6% |
| 3M | -26.8% | +10.7% | -37.5% | -36.7% |
| 6M | -46.1% | +22.9% | -69.0% | -59.4% |
| YTD | -65.9% | +26.7% | -92.6% | -75.8% |
| 1Y | -71.8% | +35.1% | -106.9% | -81.7% |
| 3Y | -83.3% | +80.2% | -163.5% | -92.9% |
| 5Y | -81.1% | +37.8% | -119.0% | -87.8% |
| 10Y | +441.7% | +161.2% | +280.5% | +116.3% |
| All | +329.6% | +122.0% | +207.6% | +72.5% |
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