+532.2%
BE vs IBB
+39.3%
+492.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.4% |
| 7D | +10.8% | -0.5% | +11.4% | +12.1% |
| 30D | -19.8% | +4.6% | -24.3% | -23.1% |
| 3M | -18.7% | +6.8% | -25.5% | -25.8% |
| 6M | -33.7% | +23.1% | -56.8% | -50.4% |
| YTD | +121.0% | +26.0% | +94.9% | +59.6% |
| 1Y | +85.4% | +30.4% | +55.0% | +28.4% |
| 3Y | +1,709.5% | +85.4% | +1,624.1% | +624.1% |
| All | +532.2% | +39.3% | +492.8% | +303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling