+53.6%
BEN vs IBB
+126.8%
-73.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.7% |
| 7D | +6.8% | -0.5% | +7.3% | +7.2% |
| 30D | +18.0% | +4.6% | +13.4% | +14.9% |
| 3M | +7.5% | +6.8% | +0.6% | +2.5% |
| 6M | +14.7% | +23.1% | -8.4% | -0.5% |
| YTD | +56.1% | +26.0% | +30.1% | +33.0% |
| 1Y | +69.6% | +30.4% | +39.2% | +41.2% |
| 3Y | +87.7% | +85.4% | +2.2% | +23.1% |
| 5Y | +28.6% | +39.7% | -11.1% | -0.3% |
| All | +53.6% | +126.8% | -73.1% | -13.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling