+37.8%
XLK vs IBB
+42.3%
-4.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.9% |
| 7D | -0.4% | -5.2% | +4.8% | +1.4% |
| 30D | -0.5% | +1.5% | -1.9% | -1.4% |
| 3M | +5.0% | +22.1% | -17.2% | -4.6% |
| 6M | +32.9% | +17.7% | +15.1% | +22.3% |
| YTD | +29.0% | +20.2% | +8.8% | +17.4% |
| 1Y | +37.8% | +44.4% | -6.6% | +15.8% |
| All | +37.8% | +42.3% | -4.5% | +15.8% |
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