+152.6%
WAT vs IBB
+122.6%
+30.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.1% |
| 7D | -0.7% | -1.7% | +0.9% | +0.4% |
| 30D | -1.0% | +4.9% | -5.8% | -4.3% |
| 3M | +10.9% | +24.2% | -13.3% | -4.5% |
| 6M | +33.2% | +23.8% | +9.3% | +14.9% |
| YTD | +6.1% | +23.0% | -16.9% | -8.2% |
| 1Y | +30.2% | +46.2% | -15.9% | +0.4% |
| 3Y | +52.9% | +64.8% | -12.0% | +9.7% |
| 5Y | -5.1% | +20.9% | -26.0% | -19.4% |
| 10Y | +152.6% | +121.6% | +31.1% | +51.6% |
| All | +152.6% | +122.6% | +30.0% | +51.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling