+20.0%
WM vs IBB
+38.4%
-18.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.6% | +0.2% |
| 7D | -0.5% | +2.7% | -3.2% | -0.4% |
| 30D | +13.3% | +6.3% | +7.0% | +13.2% |
| 3M | +4.4% | +11.1% | -6.7% | +4.3% |
| 6M | +10.8% | +29.2% | -18.4% | +10.9% |
| YTD | +9.1% | +30.2% | -21.2% | +8.6% |
| All | +20.0% | +38.4% | -18.4% | +17.7% |
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