+117.3%
IBB vs RNG
+223.4%
-106.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -5.2% | -9.6% | +4.4% | -3.6% |
| 30D | +1.5% | +8.8% | -7.4% | -0.1% |
| 3M | +22.1% | +78.6% | -56.5% | +9.5% |
| 6M | +17.7% | +70.3% | -52.5% | +5.3% |
| YTD | +20.2% | +140.3% | -120.2% | -0.9% |
| 1Y | +44.4% | +126.6% | -82.2% | +19.9% |
| 3Y | +61.1% | +120.2% | -59.1% | +29.2% |
| 5Y | +18.5% | -68.3% | +86.8% | +31.1% |
| All | +117.3% | +223.4% | -106.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RNG.
Daily Out/Under-Performance
Portfolio return minus RNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RNG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RNG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling