-56.8%
W vs IBB
+40.3%
-97.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | +1.2% |
| 7D | -1.7% | +1.6% | -3.3% | -4.5% |
| 30D | +3.2% | +6.7% | -3.5% | -7.9% |
| 3M | +8.3% | +6.3% | +2.0% | -4.6% |
| 6M | +84.3% | +23.9% | +60.4% | +22.8% |
| YTD | +11.0% | +26.6% | -15.6% | -30.6% |
| 1Y | -0.2% | +29.6% | -29.9% | -40.8% |
| 3Y | +157.9% | +86.1% | +71.9% | -25.2% |
| 5Y | -56.8% | +40.3% | -97.1% | -74.2% |
| All | -56.8% | +40.3% | -97.1% | -74.2% |
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