+567.7%
PBR vs IBB
+20.0%
+547.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.9% |
| 7D | +2.5% | -1.7% | +4.1% | +2.8% |
| 30D | +19.4% | +4.9% | +14.5% | +18.2% |
| 3M | +20.8% | +24.2% | -3.4% | +15.3% |
| 6M | +23.5% | +23.8% | -0.4% | +17.4% |
| YTD | +83.4% | +23.0% | +60.4% | +74.6% |
| 1Y | +77.6% | +46.2% | +31.4% | +61.2% |
| 3Y | +99.9% | +64.8% | +35.0% | +73.6% |
| 5Y | +567.7% | +20.9% | +546.8% | +519.8% |
| All | +567.7% | +20.0% | +547.7% | +519.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling