+25.1%
XYZ vs IBB
+30.0%
-5.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.9% | -2.5% |
| 7D | -2.1% | +1.6% | -3.8% | -3.1% |
| 30D | +7.0% | +6.7% | +0.3% | +3.0% |
| 3M | +5.1% | +6.3% | -1.3% | +0.9% |
| 6M | +14.1% | +23.9% | -9.8% | -3.0% |
| YTD | +26.4% | +26.6% | -0.2% | +5.9% |
| 1Y | +25.1% | +29.6% | -4.6% | +2.8% |
| All | +25.1% | +30.0% | -5.0% | +2.8% |
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