+55.2%
BEN vs IBB
+122.6%
-67.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +1.9% | +1.2% |
| 7D | +4.7% | -1.7% | +6.3% | +5.7% |
| 30D | +2.6% | +4.9% | -2.3% | -0.9% |
| 3M | +11.5% | +24.2% | -12.7% | -3.9% |
| 6M | +35.3% | +23.8% | +11.5% | +16.8% |
| YTD | +48.6% | +23.0% | +25.7% | +28.4% |
| 1Y | +46.7% | +46.2% | +0.5% | +12.8% |
| 3Y | +57.0% | +64.8% | -7.8% | +10.5% |
| 5Y | +41.8% | +20.9% | +20.9% | +20.1% |
| 10Y | +55.2% | +121.6% | -66.4% | -16.1% |
| All | +55.2% | +122.6% | -67.4% | -16.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling