+4,495.9%
WAB vs IBB
+560.8%
+3,935.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -3.2% | +1.4% | -4.6% | -4.0% |
| 30D | -4.4% | +10.5% | -14.9% | -10.2% |
| 3M | +7.9% | +23.6% | -15.8% | -5.4% |
| 6M | +8.7% | +22.6% | -13.9% | -4.4% |
| YTD | +33.0% | +25.7% | +7.3% | +15.0% |
| 1Y | +46.7% | +51.4% | -4.7% | +13.5% |
| 3Y | +153.0% | +64.4% | +88.6% | +83.9% |
| 5Y | +222.3% | +22.1% | +200.1% | +175.1% |
| 10Y | +291.0% | +132.5% | +158.5% | +118.2% |
| All | +4,495.9% | +560.8% | +3,935.1% | +1,056.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling