+4.2%
WBD vs IBB
+20.0%
-15.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.4% |
| 7D | -0.7% | -1.7% | +0.9% | +0.7% |
| 30D | +5.0% | +4.9% | +0.1% | +0.2% |
| 3M | +6.2% | +24.2% | -18.0% | -13.3% |
| 6M | +0.6% | +23.8% | -23.2% | -18.5% |
| YTD | -2.4% | +23.0% | -25.4% | -21.0% |
| 1Y | +127.7% | +46.2% | +81.5% | +54.2% |
| 3Y | +148.4% | +64.8% | +83.6% | +49.6% |
| 5Y | +4.2% | +20.9% | -16.7% | -36.9% |
| All | +4.2% | +20.0% | -15.8% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling