+1,396.1%
PBR vs IBB
+565.6%
+830.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.7% | +2.8% |
| 7D | -3.7% | +1.6% | -5.4% | -4.8% |
| 30D | -29.0% | +6.7% | -35.7% | -32.1% |
| 3M | +4.9% | +6.3% | -1.4% | 0.0% |
| 6M | -8.4% | +23.9% | -32.3% | -21.1% |
| YTD | +59.4% | +26.6% | +32.8% | +34.2% |
| 1Y | +45.5% | +29.6% | +15.8% | +20.5% |
| 3Y | +67.4% | +86.1% | -18.7% | +7.8% |
| 5Y | +453.0% | +40.3% | +412.6% | +310.1% |
| 10Y | +555.9% | +128.1% | +427.9% | +254.9% |
| All | +1,396.1% | +565.6% | +830.5% | +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