+8.0%
U vs IBB
+64.8%
-56.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | -3.8% | +1.4% | -5.2% | -5.3% |
| 30D | +17.5% | +10.5% | +7.0% | +4.8% |
| 3M | +38.7% | +23.6% | +15.1% | +8.7% |
| 6M | +104.4% | +22.6% | +81.8% | +60.6% |
| YTD | -5.7% | +25.7% | -31.4% | -28.8% |
| 1Y | +3.7% | +51.4% | -47.7% | -39.1% |
| All | +8.0% | +64.8% | -56.8% | -43.4% |
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