+6,628.2%
BN vs IBB
+560.8%
+6,067.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.2% |
| 7D | -2.5% | +1.4% | -3.9% | -3.2% |
| 30D | -9.5% | +10.5% | -20.0% | -14.1% |
| 3M | -10.4% | +23.6% | -34.0% | -19.7% |
| 6M | -6.4% | +22.6% | -29.0% | -15.7% |
| YTD | -11.9% | +25.7% | -37.5% | -21.8% |
| 1Y | -8.6% | +51.4% | -60.0% | -26.1% |
| 3Y | +77.6% | +64.4% | +13.2% | +38.9% |
| 5Y | +37.0% | +22.1% | +14.9% | +22.6% |
| 10Y | +266.4% | +132.5% | +133.9% | +142.8% |
| All | +6,628.2% | +560.8% | +6,067.4% | +2,256.3% |
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