+1,411.0%
PBR vs IBB
+577.3%
+833.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.3% |
| 7D | -13.3% | +0.8% | -14.1% | -13.9% |
| 30D | -27.7% | +5.2% | -32.9% | -30.2% |
| 3M | +2.7% | +8.6% | -5.9% | -3.3% |
| 6M | -6.7% | +27.8% | -34.6% | -21.1% |
| YTD | +60.9% | +28.8% | +32.1% | +34.2% |
| 1Y | +46.6% | +36.4% | +10.2% | +17.8% |
| 3Y | +69.1% | +89.3% | -20.3% | +7.8% |
| 5Y | +469.6% | +43.3% | +426.3% | +317.4% |
| 10Y | +523.4% | +130.6% | +392.7% | +235.4% |
| All | +1,411.0% | +577.3% | +833.7% | +214.4% |
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