+35.7%
XLV vs IBB
+17.9%
+17.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.1% |
| 7D | -4.4% | -5.2% | +0.8% | -1.8% |
| 30D | -1.4% | +1.5% | -2.9% | -2.2% |
| 3M | +8.9% | +22.1% | -13.3% | -1.7% |
| 6M | +9.1% | +17.7% | -8.6% | +0.2% |
| YTD | +7.9% | +20.2% | -12.2% | -2.0% |
| 1Y | +22.7% | +44.4% | -21.7% | +1.5% |
| 3Y | +31.9% | +61.1% | -29.2% | +2.2% |
| All | +35.7% | +17.9% | +17.8% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling