+383.6%
BEN vs IBB
+566.2%
-182.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.4% |
| 3M | +0.2% | +10.7% | -10.5% | -7.1% |
| 6M | +10.4% | +22.9% | -12.4% | -5.0% |
| YTD | +46.2% | +26.7% | +19.5% | +22.8% |
| 1Y | +52.3% | +35.1% | +17.1% | +22.3% |
| 3Y | +65.9% | +80.2% | -14.3% | +8.4% |
| 5Y | +20.6% | +37.8% | -17.3% | -6.2% |
| 10Y | +64.8% | +161.2% | -96.4% | -21.2% |
| All | +383.6% | +566.2% | -182.6% | -10.7% |
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