+33.2%
BE vs IBB
+36.9%
-3.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -3.3% |
| 7D | -13.4% | +0.8% | -14.2% | -13.2% |
| 30D | -33.9% | +5.2% | -39.1% | -35.8% |
| 3M | -12.0% | +8.6% | -20.6% | -17.8% |
| 6M | -29.0% | +27.8% | -56.8% | -44.8% |
| YTD | +113.4% | +28.8% | +84.6% | +60.0% |
| 1Y | +33.2% | +36.4% | -3.2% | -5.1% |
| All | +33.2% | +36.9% | -3.7% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling