+14.6%
XRT vs IBB
+35.8%
-21.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.3% |
| 7D | +0.9% | -1.8% | +2.7% | +1.5% |
| 30D | +7.9% | +5.1% | +2.9% | +6.1% |
| 3M | -0.2% | +10.7% | -10.9% | -3.9% |
| 6M | +5.6% | +22.9% | -17.3% | -2.9% |
| YTD | +5.7% | +26.7% | -21.0% | -4.7% |
| 1Y | +14.6% | +35.1% | -20.5% | -0.5% |
| All | +14.6% | +35.8% | -21.2% | -0.5% |
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