+87.5%
U vs IBB
+86.1%
+1.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.7% | +5.6% |
| 7D | +2.6% | -0.5% | +3.1% | +2.9% |
| 30D | +27.6% | +4.6% | +23.0% | +20.9% |
| 3M | +15.3% | +6.8% | +8.5% | +5.0% |
| 6M | +96.4% | +23.1% | +73.3% | +52.8% |
| YTD | +19.6% | +26.0% | -6.5% | -10.7% |
| 1Y | +42.1% | +30.4% | +11.7% | +1.2% |
| 3Y | +87.5% | +85.4% | +2.1% | -20.4% |
| All | +87.5% | +86.1% | +1.4% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling