+39.3%
BE vs IBB
+38.4%
+0.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +9.2% |
| 7D | -1.2% | +2.7% | -3.9% | -2.7% |
| 30D | -30.9% | +6.3% | -37.2% | -33.6% |
| 3M | -11.6% | +11.1% | -22.7% | -19.4% |
| 6M | -25.7% | +29.2% | -55.0% | -42.9% |
| YTD | +123.1% | +30.2% | +92.9% | +65.5% |
| All | +39.3% | +38.4% | +0.9% | -1.8% |
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 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