+87.7%
WDC vs IBB
+30.0%
+57.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +1.0% |
| 7D | +16.3% | +1.6% | +14.6% | +15.0% |
| 30D | -18.3% | +6.7% | -25.0% | -20.1% |
| 3M | -31.4% | +6.3% | -37.8% | -33.7% |
| 6M | -36.3% | +23.9% | -60.2% | -47.9% |
| YTD | +80.8% | +26.6% | +54.3% | +44.1% |
| 1Y | +87.7% | +29.6% | +58.1% | +45.9% |
| All | +87.7% | +30.0% | +57.7% | +45.9% |
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