+911.5%
BE vs IBB
+83.3%
+828.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +8.6% |
| 7D | +20.0% | +1.4% | +18.6% | +17.6% |
| 30D | +7.9% | +10.5% | -2.6% | -7.4% |
| 3M | -13.2% | +23.6% | -36.8% | -36.5% |
| 6M | +53.5% | +22.6% | +30.8% | +13.6% |
| YTD | +191.0% | +25.7% | +165.3% | +106.6% |
| 1Y | +360.5% | +51.4% | +309.1% | +152.8% |
| 3Y | +1,568.0% | +64.4% | +1,503.6% | +698.5% |
| 5Y | +1,055.2% | +22.1% | +1,033.0% | +817.0% |
| All | +911.5% | +83.3% | +828.2% | +390.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling