-47.4%
PNR vs IBB
+42.3%
-89.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.8% |
| 7D | -5.5% | -5.2% | -0.3% | -3.5% |
| 30D | -15.6% | +1.5% | -17.0% | -16.0% |
| 3M | -20.2% | +22.1% | -42.3% | -27.1% |
| 6M | -36.6% | +17.7% | -54.3% | -41.4% |
| YTD | -45.0% | +20.2% | -65.2% | -49.9% |
| 1Y | -47.4% | +44.4% | -91.9% | -57.3% |
| All | -47.4% | +42.3% | -89.8% | -57.3% |
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