-25.8%
ACN vs IBB
+39.3%
-65.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.4% |
| 7D | -3.8% | -0.5% | -3.3% | -3.7% |
| 30D | +16.5% | +4.6% | +12.0% | +13.4% |
| 3M | +41.5% | +6.8% | +34.6% | +35.3% |
| 6M | +60.1% | +23.1% | +37.0% | +40.9% |
| YTD | -3.9% | +26.0% | -30.0% | -17.2% |
| 1Y | +4.1% | +30.4% | -26.3% | -12.2% |
| 3Y | -15.9% | +85.4% | -101.3% | -44.9% |
| All | -25.8% | +39.3% | -65.1% | -45.4% |
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 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