+6,819.4%
BN vs IBB
+566.2%
+6,253.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.8% |
| 7D | +5.3% | -1.8% | +7.2% | +6.2% |
| 30D | +11.9% | +5.1% | +6.8% | +9.1% |
| 3M | -5.7% | +10.7% | -16.5% | -10.8% |
| 6M | -10.6% | +22.9% | -33.5% | -19.9% |
| YTD | -9.4% | +26.7% | -36.1% | -20.1% |
| 1Y | -8.8% | +35.1% | -43.9% | -22.1% |
| 3Y | +95.6% | +80.2% | +15.4% | +46.0% |
| 5Y | +30.2% | +37.8% | -7.7% | +10.1% |
| 10Y | +277.0% | +161.2% | +115.8% | +137.8% |
| All | +6,819.4% | +566.2% | +6,253.3% | +2,308.0% |
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