+1,245.5%
WDC vs IBB
+122.6%
+1,122.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.9% |
| 7D | +6.0% | -1.7% | +7.7% | +7.3% |
| 30D | +9.9% | +4.9% | +5.1% | +4.5% |
| 3M | -9.4% | +24.2% | -33.6% | -26.2% |
| 6M | +94.7% | +23.8% | +70.9% | +59.1% |
| YTD | +177.4% | +23.0% | +154.4% | +128.7% |
| 1Y | +412.6% | +46.2% | +366.4% | +265.4% |
| 3Y | +1,359.8% | +64.8% | +1,295.0% | +830.1% |
| 5Y | +992.6% | +20.9% | +971.7% | +795.7% |
| 10Y | +1,245.5% | +121.6% | +1,123.9% | +610.1% |
| All | +1,245.5% | +122.6% | +1,122.9% | +610.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling