+22.7%
USB vs IBB
+34.6%
-11.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | +0.5% |
| 7D | -1.5% | -3.6% | +2.1% | +0.3% |
| 30D | +4.3% | +3.4% | +0.9% | +2.2% |
| 3M | -6.1% | +9.5% | -15.6% | -11.3% |
| 6M | +9.4% | +23.3% | -13.9% | -3.8% |
| YTD | +15.2% | +24.5% | -9.4% | +0.1% |
| 1Y | +32.8% | +32.9% | -0.2% | +10.8% |
| 3Y | +91.3% | +76.6% | +14.7% | +33.7% |
| 5Y | +22.7% | +35.5% | -12.8% | -15.7% |
| All | +22.7% | +34.6% | -11.9% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling