+1,039.4%
PNR vs IBB
+565.6%
+473.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -0.6% |
| 7D | -2.3% | +1.6% | -4.0% | -3.2% |
| 30D | +29.3% | +6.7% | +22.6% | +24.7% |
| 3M | +4.1% | +6.3% | -2.2% | +0.2% |
| 6M | -8.6% | +23.9% | -32.5% | -19.4% |
| YTD | -33.6% | +26.6% | -60.2% | -42.3% |
| 1Y | -36.4% | +29.6% | -66.0% | -45.4% |
| 3Y | +15.1% | +86.1% | -71.0% | -19.3% |
| 5Y | -3.8% | +40.3% | -44.1% | -22.1% |
| 10Y | +99.7% | +128.1% | -28.4% | +21.2% |
| All | +1,039.4% | +565.6% | +473.8% | +217.6% |
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