+8,888.4%
WDC vs IBB
+566.2%
+8,322.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -2.9% |
| 7D | -28.0% | -1.8% | -26.1% | -26.5% |
| 30D | -34.9% | +5.1% | -40.0% | -37.1% |
| 3M | -41.6% | +10.7% | -52.3% | -46.5% |
| 6M | -45.4% | +22.9% | -68.3% | -54.6% |
| YTD | +53.3% | +26.7% | +26.6% | +24.9% |
| 1Y | +61.5% | +35.1% | +26.4% | +24.7% |
| 3Y | +712.3% | +80.2% | +632.2% | +391.6% |
| 5Y | +524.2% | +37.8% | +486.4% | +366.5% |
| 10Y | +616.5% | +161.2% | +455.3% | +215.4% |
| All | +8,888.4% | +566.2% | +8,322.2% | +1,234.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling