+156.5%
ACN vs IBB
+156.3%
+0.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.7% |
| 7D | +0.9% | -1.8% | +2.7% | +1.7% |
| 30D | +33.5% | +5.1% | +28.5% | +29.5% |
| 3M | +53.5% | +10.7% | +42.8% | +44.0% |
| 6M | +52.2% | +22.9% | +29.3% | +34.0% |
| YTD | -0.1% | +26.7% | -26.8% | -14.0% |
| 1Y | +11.0% | +35.1% | -24.1% | -8.1% |
| 3Y | -11.8% | +80.2% | -92.0% | -39.4% |
| 5Y | -22.8% | +37.8% | -60.7% | -38.7% |
| All | +156.5% | +156.3% | +0.1% | +58.9% |
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