+177.3%
PBF vs IBB
+45.6%
+131.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.2% | +5.4% | +2.4% |
| 7D | +2.4% | -1.7% | +4.0% | +1.7% |
| 30D | +24.9% | +4.9% | +20.0% | +28.0% |
| 3M | +81.9% | +24.2% | +57.6% | +104.1% |
| 6M | +79.4% | +23.8% | +55.5% | +102.0% |
| YTD | +188.3% | +23.0% | +165.4% | +221.4% |
| 1Y | +177.3% | +46.2% | +131.1% | +199.9% |
| All | +177.3% | +45.6% | +131.6% | +199.9% |
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