+1,294.4%
XLK vs IBB
+562.7%
+731.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.7% |
| 7D | +3.4% | -0.5% | +3.9% | +3.7% |
| 30D | -10.6% | +4.6% | -15.1% | -12.9% |
| 3M | -10.6% | +6.8% | -17.5% | -14.6% |
| 6M | -3.5% | +23.1% | -26.6% | -15.8% |
| YTD | +18.7% | +26.0% | -7.3% | +1.8% |
| 1Y | +19.4% | +30.4% | -10.9% | +0.2% |
| 3Y | +94.5% | +85.4% | +9.0% | +29.8% |
| 5Y | +111.2% | +39.7% | +71.5% | +67.1% |
| 10Y | +707.2% | +127.1% | +580.1% | +371.9% |
| All | +1,294.4% | +562.7% | +731.7% | +235.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling