+170.0%
PBF vs IBB
+51.5%
+118.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.7% |
| 7D | +4.3% | +1.4% | +2.9% | +4.9% |
| 30D | +22.0% | +10.5% | +11.5% | +28.0% |
| 3M | +74.5% | +23.6% | +50.9% | +94.6% |
| 6M | +67.7% | +22.6% | +45.1% | +91.4% |
| YTD | +179.2% | +25.7% | +153.5% | +213.2% |
| 1Y | +170.0% | +51.4% | +118.6% | +192.3% |
| All | +170.0% | +51.5% | +118.5% | +192.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling