+418.8%
BE vs IBB
+45.6%
+373.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.2% | +11.8% | +11.6% |
| 7D | +29.8% | -1.7% | +31.4% | +31.3% |
| 30D | +26.4% | +4.9% | +21.5% | +19.0% |
| 3M | +9.3% | +24.2% | -14.9% | -16.5% |
| 6M | +105.1% | +23.8% | +81.2% | +57.9% |
| YTD | +219.0% | +23.0% | +196.1% | +143.2% |
| 1Y | +418.8% | +46.2% | +372.6% | +218.7% |
| All | +418.8% | +45.6% | +373.1% | +218.7% |
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