+36.5%
CNH vs IBB
+91.0%
-54.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.4% | +1.6% |
| 7D | +6.7% | -1.4% | +8.0% | +7.6% |
| 30D | +7.2% | +6.8% | +0.4% | +3.3% |
| 3M | +17.5% | +9.2% | +8.3% | +10.9% |
| 6M | +15.0% | +28.3% | -13.4% | -2.9% |
| YTD | +36.8% | +29.4% | +7.4% | +14.5% |
| 1Y | +27.6% | +33.2% | -5.5% | +4.6% |
| All | +36.5% | +91.0% | -54.5% | -19.2% |
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