+21.0%
BEN vs IBB
+37.5%
-16.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.6% |
| 7D | +6.6% | -1.8% | +8.4% | +8.0% |
| 30D | +3.8% | +5.1% | -1.2% | +0.5% |
| 3M | +0.2% | +10.7% | -10.5% | -7.1% |
| 6M | +10.4% | +22.9% | -12.4% | -5.2% |
| YTD | +46.2% | +26.7% | +19.5% | +22.2% |
| 1Y | +52.3% | +35.1% | +17.1% | +21.4% |
| 3Y | +65.9% | +80.2% | -14.3% | +4.9% |
| All | +21.0% | +37.5% | -16.4% | -15.2% |
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