+4,507.8%
WAB vs IBB
+566.2%
+3,941.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.8% |
| 7D | +1.4% | -1.8% | +3.3% | +2.5% |
| 30D | +0.4% | +5.1% | -4.7% | -2.6% |
| 3M | -3.8% | +10.7% | -14.6% | -10.0% |
| 6M | +5.1% | +22.9% | -17.8% | -7.9% |
| YTD | +33.3% | +26.7% | +6.6% | +14.5% |
| 1Y | +39.8% | +35.1% | +4.7% | +15.5% |
| 3Y | +161.1% | +80.2% | +80.9% | +79.3% |
| 5Y | +209.5% | +37.8% | +171.6% | +145.8% |
| 10Y | +293.8% | +161.2% | +132.6% | +105.3% |
| All | +4,507.8% | +566.2% | +3,941.6% | +1,051.1% |
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