-11.1%
BN vs IBB
+45.6%
-56.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.7% |
| 7D | -1.2% | -1.7% | +0.5% | -0.5% |
| 30D | -10.9% | +4.9% | -15.8% | -13.0% |
| 3M | -11.1% | +24.2% | -35.3% | -20.9% |
| 6M | -4.4% | +23.8% | -28.2% | -14.8% |
| YTD | -14.1% | +23.0% | -37.1% | -23.8% |
| 1Y | -11.1% | +46.2% | -57.2% | -28.1% |
| All | -11.1% | +45.6% | -56.7% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling