+113.2%
WDC vs IBB
+42.2%
+71.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -8.3% |
| 7D | -18.3% | +2.2% | -20.5% | -19.4% |
| 30D | -26.7% | +6.3% | -33.0% | -29.1% |
| 3M | -40.9% | +16.3% | -57.2% | -47.2% |
| 6M | -26.8% | +30.0% | -56.7% | -42.5% |
| YTD | +88.2% | +31.1% | +57.0% | +46.5% |
| 1Y | +113.2% | +42.0% | +71.2% | +53.0% |
| All | +113.2% | +42.2% | +71.0% | +53.0% |
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