+19,468.3%
LNG vs IBB
+577.3%
+18,891.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.6% |
| 7D | -5.5% | +0.8% | -6.3% | -6.0% |
| 30D | +5.7% | +5.2% | +0.6% | +2.4% |
| 3M | +10.7% | +8.6% | +2.1% | +4.7% |
| 6M | +23.1% | +27.8% | -4.8% | +5.4% |
| YTD | +52.4% | +28.8% | +23.6% | +28.5% |
| 1Y | +40.0% | +36.4% | +3.6% | +13.9% |
| 3Y | +76.0% | +89.3% | -13.3% | +14.5% |
| 5Y | +194.7% | +43.3% | +151.4% | +120.4% |
| 10Y | +726.7% | +130.6% | +596.0% | +331.2% |
| All | +19,468.3% | +577.3% | +18,891.1% | +3,931.3% |
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