+172.6%
TTMI vs IBB
+51.5%
+121.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.9% | +9.7% | +9.5% |
| 7D | +5.9% | +1.4% | +4.4% | +4.6% |
| 30D | -4.3% | +10.5% | -14.8% | -13.1% |
| 3M | -32.0% | +23.6% | -55.7% | -45.9% |
| 6M | +19.5% | +22.6% | -3.2% | -4.5% |
| YTD | +82.0% | +25.7% | +56.4% | +40.9% |
| 1Y | +172.6% | +51.4% | +121.3% | +79.0% |
| All | +172.6% | +51.5% | +121.2% | +79.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling