+13.6%
WFC vs IBB
+45.6%
-32.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | -0.1% | -1.8% |
| 7D | +1.1% | -1.7% | +2.7% | +1.4% |
| 30D | +0.8% | +4.9% | -4.1% | -0.3% |
| 3M | +9.3% | +24.2% | -15.0% | +3.2% |
| 6M | +10.6% | +23.8% | -13.2% | +4.1% |
| YTD | -4.1% | +23.0% | -27.0% | -9.7% |
| 1Y | +13.6% | +46.2% | -32.6% | +6.1% |
| All | +13.6% | +45.6% | -32.1% | +6.1% |
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 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