+49.7%
WAB vs IBB
+45.6%
+4.1%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.7% | +1.3% |
| 7D | +1.7% | -1.7% | +3.3% | +2.2% |
| 30D | -2.4% | +4.9% | -7.3% | -4.5% |
| 3M | +9.7% | +24.2% | -14.6% | -1.7% |
| 6M | +16.5% | +23.8% | -7.3% | +4.3% |
| YTD | +33.7% | +23.0% | +10.8% | +19.4% |
| 1Y | +49.7% | +46.2% | +3.5% | +22.7% |
| All | +49.7% | +45.6% | +4.1% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling