+30.3%
BN vs IBB
+37.5%
-7.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -2.2% |
| 7D | +5.3% | -1.8% | +7.2% | +6.7% |
| 30D | +11.9% | +5.1% | +6.8% | +7.4% |
| 3M | -5.7% | +10.7% | -16.5% | -13.9% |
| 6M | -10.6% | +22.9% | -33.5% | -25.5% |
| YTD | -9.4% | +26.7% | -36.1% | -26.7% |
| 1Y | -8.8% | +35.1% | -43.9% | -30.3% |
| 3Y | +95.6% | +80.2% | +15.4% | +15.8% |
| All | +30.3% | +37.5% | -7.1% | -10.9% |
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