+327.1%
NET vs IBB
+64.8%
+262.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.4% |
| 7D | -7.0% | +1.4% | -8.4% | -7.9% |
| 30D | -4.8% | +10.5% | -15.3% | -11.5% |
| 3M | +3.8% | +23.6% | -19.8% | -10.8% |
| 6M | +50.0% | +22.6% | +27.4% | +28.9% |
| YTD | +41.5% | +25.7% | +15.8% | +19.5% |
| 1Y | +32.8% | +51.4% | -18.5% | -2.7% |
| All | +327.1% | +64.8% | +262.3% | +192.1% |
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