+1,697.2%
ACN vs IBB
+653.0%
+1,044.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | -1.5% | +1.4% | -2.9% | -2.3% |
| 30D | +9.4% | +10.5% | -1.1% | +3.7% |
| 3M | +5.6% | +23.6% | -18.0% | -5.9% |
| 6M | -9.3% | +22.6% | -31.9% | -19.2% |
| YTD | -29.0% | +25.7% | -54.6% | -37.7% |
| 1Y | -24.7% | +51.4% | -76.0% | -40.3% |
| 3Y | -39.8% | +64.4% | -104.2% | -55.0% |
| 5Y | -40.9% | +22.1% | -63.1% | -48.6% |
| 10Y | +91.1% | +132.5% | -41.3% | +15.1% |
| All | +1,697.2% | +653.0% | +1,044.3% | +349.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling