+81.5%
WAT vs IBB
+78.6%
+2.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | -0.5% |
| 7D | -1.1% | -1.8% | +0.7% | +0.4% |
| 30D | +5.0% | +5.1% | -0.1% | +0.3% |
| 3M | +14.5% | +10.7% | +3.8% | +3.9% |
| 6M | +30.9% | +22.9% | +8.0% | +7.5% |
| YTD | +20.5% | +26.7% | -6.2% | -4.2% |
| 1Y | +23.3% | +35.1% | -11.8% | -8.1% |
| 3Y | +81.5% | +80.2% | +1.3% | +3.3% |
| All | +81.5% | +78.6% | +2.9% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling