+392.9%
BEN vs IBB
+560.8%
-167.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +4.1% |
| 7D | +0.2% | +1.4% | -1.2% | -0.8% |
| 30D | -0.5% | +10.5% | -11.0% | -7.5% |
| 3M | +9.7% | +23.6% | -13.9% | -5.6% |
| 6M | +33.9% | +22.6% | +11.3% | +15.6% |
| YTD | +49.0% | +25.7% | +23.3% | +26.1% |
| 1Y | +42.1% | +51.4% | -9.3% | +5.7% |
| 3Y | +51.9% | +64.4% | -12.5% | +6.0% |
| 5Y | +39.0% | +22.1% | +16.9% | +17.7% |
| 10Y | +57.9% | +132.5% | -74.6% | -18.1% |
| All | +392.9% | +560.8% | -167.9% | -8.3% |
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