+22.5%
WMT vs IBB
+36.8%
-14.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -2.7% | -1.4% | -1.4% | -2.6% |
| 30D | +11.1% | +6.8% | +4.3% | +10.3% |
| 3M | +11.2% | +9.2% | +2.0% | +10.6% |
| 6M | -1.3% | +28.3% | -29.6% | -3.5% |
| YTD | +13.5% | +29.4% | -15.9% | +11.2% |
| 1Y | +22.5% | +33.2% | -10.7% | +21.0% |
| All | +22.5% | +36.8% | -14.2% | +21.0% |
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