+1,803.2%
BE vs IBB
+86.9%
+1,716.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -1.5% |
| 7D | +20.5% | +1.6% | +18.9% | +19.1% |
| 30D | -23.4% | +6.7% | -30.1% | -26.9% |
| 3M | -14.9% | +6.3% | -21.2% | -19.5% |
| 6M | -28.1% | +23.9% | -52.0% | -41.9% |
| YTD | +132.4% | +26.6% | +105.8% | +83.5% |
| 1Y | +59.4% | +29.6% | +29.7% | +23.8% |
| All | +1,803.2% | +86.9% | +1,716.3% | +717.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling