+7.0%
WMT vs IBB
+51.5%
-44.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | +3.9% | +1.4% | +2.5% | +3.8% |
| 30D | -4.4% | +10.5% | -14.9% | -4.9% |
| 3M | -8.8% | +23.6% | -32.4% | -10.1% |
| 6M | -15.6% | +22.6% | -38.3% | -17.0% |
| YTD | -3.2% | +25.7% | -28.9% | -4.6% |
| 1Y | +7.0% | +51.4% | -44.3% | +6.1% |
| All | +7.0% | +51.5% | -44.4% | +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