+653.4%
WDC vs IBB
+139.6%
+513.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.1% | +7.5% |
| 7D | -14.4% | +2.7% | -17.1% | -15.8% |
| 30D | -27.1% | +6.3% | -33.4% | -30.1% |
| 3M | -33.3% | +11.1% | -44.3% | -39.1% |
| 6M | -39.6% | +29.2% | -68.8% | -52.3% |
| YTD | +68.4% | +30.2% | +38.2% | +32.9% |
| 1Y | +78.2% | +39.5% | +38.7% | +32.3% |
| 3Y | +772.0% | +92.3% | +679.7% | +386.5% |
| 5Y | +584.9% | +43.0% | +541.9% | +388.8% |
| 10Y | +653.4% | +137.1% | +516.3% | +258.3% |
| All | +653.4% | +139.6% | +513.8% | +258.3% |
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