+266.9%
WBD vs IBB
+318.3%
-51.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.6% |
| 7D | +1.0% | +17.4% | -16.4% | -9.4% |
| 30D | -1.4% | +4.6% | -6.0% | -4.8% |
| 3M | +1.0% | +0.4% | +0.7% | -0.1% |
| 6M | -11.2% | +9.8% | -21.0% | -17.4% |
| YTD | -2.4% | -14.2% | +11.8% | +6.1% |
| 1Y | -13.4% | -12.6% | -0.8% | -7.3% |
| 3Y | -40.3% | +42.4% | -82.7% | -58.7% |
| 5Y | +21.1% | +212.7% | -191.6% | -58.0% |
| 10Y | +273.5% | +268.0% | +5.5% | +8.4% |
| All | +266.9% | +318.3% | -51.4% | +2.4% |
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