+66.6%
WDC vs IBB
+38.4%
+28.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.1% | +7.8% |
| 7D | -14.4% | +2.7% | -17.1% | -15.3% |
| 30D | -27.1% | +6.3% | -33.4% | -28.9% |
| 3M | -33.3% | +11.1% | -44.3% | -37.4% |
| 6M | -39.6% | +29.2% | -68.8% | -51.8% |
| YTD | +68.4% | +30.2% | +38.2% | +33.8% |
| All | +66.6% | +38.4% | +28.3% | +29.9% |
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