+63.3%
WM vs IBB
+34.6%
+28.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.9% |
| 7D | +4.5% | -3.6% | +8.1% | +5.0% |
| 30D | +16.1% | +3.4% | +12.7% | +15.3% |
| 3M | +8.0% | +9.5% | -1.5% | +6.2% |
| 6M | +8.4% | +23.3% | -14.9% | +4.2% |
| YTD | +11.2% | +24.5% | -13.3% | +6.5% |
| 1Y | +22.3% | +32.9% | -10.6% | +15.6% |
| 3Y | +50.2% | +76.6% | -26.3% | +32.4% |
| 5Y | +63.3% | +35.5% | +27.8% | +46.7% |
| All | +63.3% | +34.6% | +28.7% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling