+87.7%
BEN vs IBB
+86.1%
+1.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +15.2% |
| 3M | +7.5% | +6.8% | +0.6% | +2.9% |
| 6M | +14.7% | +23.1% | -8.4% | -0.1% |
| YTD | +56.1% | +26.0% | +30.1% | +33.3% |
| 1Y | +69.6% | +30.4% | +39.2% | +41.4% |
| 3Y | +87.7% | +85.4% | +2.2% | +5.8% |
| All | +87.7% | +86.1% | +1.6% | +5.8% |
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