+177.8%
ETN vs IBB
+20.0%
+157.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | +6.2% | -3.9% | +10.1% | +8.3% |
| 30D | -6.7% | +2.7% | -9.4% | -8.3% |
| 3M | +3.6% | +21.4% | -17.7% | -7.2% |
| 6M | +18.3% | +20.1% | -1.8% | +6.4% |
| YTD | +31.5% | +21.9% | +9.6% | +17.1% |
| 1Y | +20.6% | +44.1% | -23.6% | -2.2% |
| 3Y | +82.5% | +63.4% | +19.2% | +37.2% |
| 5Y | +177.8% | +19.8% | +158.0% | +127.0% |
| All | +177.8% | +20.0% | +157.8% | +127.0% |
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 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