-54.1%
Z vs IBB
+34.6%
-88.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -5.0% | -5.6% | -5.3% |
| 7D | -2.3% | -3.6% | +1.4% | +2.0% |
| 30D | +9.4% | +3.4% | +6.0% | +5.6% |
| 3M | -16.1% | +9.5% | -25.6% | -24.5% |
| 6M | -30.4% | +23.3% | -53.7% | -45.7% |
| YTD | -55.6% | +24.5% | -80.1% | -66.3% |
| 1Y | -58.5% | +32.9% | -91.4% | -71.0% |
| 3Y | -19.6% | +76.6% | -96.2% | -61.4% |
| 5Y | -54.1% | +35.5% | -89.6% | -73.0% |
| All | -54.1% | +34.6% | -88.7% | -73.0% |
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 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