+901.9%
PNR vs IBB
+560.8%
+341.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | -2.4% | +1.4% | -3.8% | -3.1% |
| 30D | -12.8% | +10.5% | -23.3% | -17.5% |
| 3M | -17.0% | +23.6% | -40.6% | -26.3% |
| 6M | -37.4% | +22.6% | -60.0% | -44.3% |
| YTD | -41.6% | +25.7% | -67.3% | -48.9% |
| 1Y | -44.6% | +51.4% | -96.0% | -56.3% |
| 3Y | -12.1% | +64.4% | -76.5% | -33.9% |
| 5Y | -17.4% | +22.1% | -39.5% | -27.9% |
| 10Y | +64.0% | +132.5% | -68.5% | -1.5% |
| All | +901.9% | +560.8% | +341.1% | +181.3% |
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 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