+4,842.3%
WAB vs IBB
+580.2%
+4,262.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +3.1% | -1.4% | +4.5% | +4.0% |
| 30D | +6.4% | +6.8% | -0.4% | +2.4% |
| 3M | +2.2% | +9.2% | -7.1% | -3.5% |
| 6M | +13.7% | +28.3% | -14.6% | -2.9% |
| YTD | +43.0% | +29.4% | +13.6% | +21.3% |
| 1Y | +47.0% | +33.2% | +13.8% | +22.6% |
| 3Y | +174.4% | +90.2% | +84.2% | +82.8% |
| 5Y | +222.2% | +44.0% | +178.2% | +149.5% |
| 10Y | +276.9% | +133.1% | +143.8% | +110.6% |
| All | +4,842.3% | +580.2% | +4,262.1% | +1,120.1% |
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