+82.0%
BN vs IBB
+64.8%
+17.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.4% |
| 7D | -2.5% | +1.4% | -3.9% | -3.5% |
| 30D | -9.5% | +10.5% | -20.0% | -16.6% |
| 3M | -10.4% | +23.6% | -34.0% | -25.0% |
| 6M | -6.4% | +22.6% | -29.0% | -21.2% |
| YTD | -11.9% | +25.7% | -37.5% | -27.8% |
| 1Y | -8.6% | +51.4% | -60.0% | -37.0% |
| All | +82.0% | +64.8% | +17.2% | +12.5% |
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