+2,427.5%
ACN vs IBB
+659.1%
+1,768.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +29.6% |
| 3M | +53.5% | +10.7% | +42.8% | +44.5% |
| 6M | +52.2% | +22.9% | +29.3% | +34.9% |
| YTD | -0.1% | +26.7% | -26.8% | -13.3% |
| 1Y | +11.0% | +35.1% | -24.1% | -7.0% |
| 3Y | -11.8% | +80.2% | -92.0% | -37.5% |
| 5Y | -22.8% | +37.8% | -60.7% | -37.2% |
| 10Y | +162.4% | +161.2% | +1.2% | +48.5% |
| All | +2,427.5% | +659.1% | +1,768.4% | +526.2% |
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