+528.0%
XRT vs IBB
+853.7%
-325.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.9% |
| 7D | +0.9% | -1.8% | +2.7% | +2.0% |
| 30D | +7.9% | +5.1% | +2.9% | +4.2% |
| 3M | -0.2% | +10.7% | -10.9% | -7.3% |
| 6M | +5.6% | +22.9% | -17.3% | -9.1% |
| YTD | +5.7% | +26.7% | -21.0% | -11.2% |
| 1Y | +14.6% | +35.1% | -20.5% | -7.9% |
| 3Y | +50.7% | +80.2% | -29.5% | -0.9% |
| 5Y | -4.8% | +37.8% | -42.7% | -25.4% |
| 10Y | +152.6% | +161.2% | -8.6% | +23.1% |
| All | +528.0% | +853.7% | -325.7% | -20.2% |
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