+127.7%
WBD vs IBB
+44.4%
+83.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -1.7% | -3.9% | +2.2% | -0.9% |
| 30D | +3.9% | +2.7% | +1.1% | +3.3% |
| 3M | +5.1% | +21.4% | -16.3% | +0.4% |
| 6M | +0.6% | +20.1% | -19.5% | -3.6% |
| YTD | -3.2% | +21.9% | -25.0% | -7.4% |
| 1Y | +127.7% | +44.1% | +83.5% | +103.7% |
| All | +127.7% | +44.4% | +83.3% | +103.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling