+1,094.7%
TTMI vs IBB
+122.2%
+972.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.1% | -3.3% |
| 7D | +7.5% | -3.9% | +11.4% | +10.5% |
| 30D | -4.5% | +2.7% | -7.2% | -7.2% |
| 3M | -28.5% | +21.4% | -49.9% | -39.0% |
| 6M | +28.4% | +20.1% | +8.3% | +10.5% |
| YTD | +80.1% | +21.9% | +58.2% | +53.7% |
| 1Y | +161.0% | +44.1% | +116.9% | +97.7% |
| 3Y | +862.4% | +63.4% | +799.1% | +564.4% |
| 5Y | +812.9% | +19.8% | +793.2% | +671.4% |
| 10Y | +1,094.7% | +127.0% | +967.7% | +518.7% |
| All | +1,094.7% | +122.2% | +972.5% | +518.7% |
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