+72.4%
XLI vs IBB
+68.6%
+3.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.8% |
| 7D | -1.1% | +1.4% | -2.5% | -1.7% |
| 30D | -5.9% | +10.5% | -16.4% | -10.4% |
| 3M | -0.3% | +23.6% | -23.9% | -10.2% |
| 6M | +0.1% | +22.6% | -22.5% | -9.6% |
| YTD | +13.6% | +25.7% | -12.1% | +1.1% |
| 1Y | +17.2% | +51.4% | -34.2% | -5.1% |
| All | +72.4% | +68.6% | +3.8% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling