+11.9%
ACN vs IBB
+42.2%
-30.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.4% |
| 7D | +8.6% | +2.2% | +6.4% | +8.2% |
| 30D | +36.6% | +6.3% | +30.2% | +35.4% |
| 3M | +56.3% | +16.3% | +40.0% | +52.5% |
| 6M | +49.7% | +30.0% | +19.7% | +44.5% |
| YTD | +1.3% | +31.1% | -29.8% | -2.9% |
| 1Y | +11.9% | +42.0% | -30.0% | +7.3% |
| All | +11.9% | +42.2% | -30.3% | +7.3% |
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 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