-44.6%
PNR vs IBB
+51.5%
-96.1%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | -2.4% | +1.4% | -3.8% | -2.9% |
| 30D | -12.8% | +10.5% | -23.3% | -16.0% |
| 3M | -17.0% | +23.6% | -40.6% | -24.2% |
| 6M | -37.4% | +22.6% | -60.0% | -43.0% |
| YTD | -41.6% | +25.7% | -67.3% | -47.6% |
| 1Y | -44.6% | +51.4% | -96.0% | -54.9% |
| All | -44.6% | +51.5% | -96.1% | -54.9% |
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