+417.4%
WDC vs IBB
+51.5%
+365.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.4% |
| 7D | +1.7% | +1.4% | +0.3% | +0.8% |
| 30D | -10.0% | +10.5% | -20.5% | -17.2% |
| 3M | -18.8% | +23.6% | -42.4% | -34.3% |
| 6M | +79.0% | +22.6% | +56.4% | +46.0% |
| YTD | +171.6% | +25.7% | +145.9% | +116.0% |
| 1Y | +417.4% | +51.4% | +366.0% | +230.4% |
| All | +417.4% | +51.5% | +365.9% | +230.4% |
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 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