+156.3%
ACN vs IBB
+139.6%
+16.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.1% | -3.9% |
| 7D | -2.5% | +2.7% | -5.2% | -4.1% |
| 30D | +22.6% | +6.3% | +16.3% | +18.1% |
| 3M | +45.9% | +11.1% | +34.9% | +36.5% |
| 6M | +43.8% | +29.2% | +14.6% | +22.7% |
| YTD | -2.5% | +30.2% | -32.7% | -17.7% |
| 1Y | +6.5% | +39.5% | -33.0% | -13.9% |
| 3Y | -14.2% | +92.3% | -106.5% | -43.8% |
| 5Y | -24.4% | +43.0% | -67.4% | -41.5% |
| 10Y | +156.3% | +137.1% | +19.2% | +49.4% |
| All | +156.3% | +139.6% | +16.7% | +49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling