+61.6%
XLU vs IBB
+86.1%
-24.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | +2.1% | -0.5% | +2.6% | +2.2% |
| 30D | +5.6% | +4.6% | +1.0% | +4.5% |
| 3M | +0.7% | +6.8% | -6.1% | -1.0% |
| 6M | -0.1% | +23.1% | -23.2% | -5.1% |
| YTD | +5.3% | +26.0% | -20.7% | -0.9% |
| 1Y | +2.2% | +30.4% | -28.2% | -4.8% |
| 3Y | +61.6% | +85.4% | -23.8% | +25.0% |
| All | +61.6% | +86.1% | -24.5% | +25.0% |
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 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