+415.3%
PR vs IBB
+22.5%
+392.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | +2.9% | +1.4% | +1.5% | +2.2% |
| 30D | +18.0% | +10.5% | +7.5% | +12.2% |
| 3M | +16.9% | +23.6% | -6.8% | +4.6% |
| 6M | +28.2% | +22.6% | +5.6% | +14.3% |
| YTD | +69.3% | +25.7% | +43.7% | +48.5% |
| 1Y | +69.5% | +51.4% | +18.1% | +32.4% |
| 3Y | +81.7% | +64.4% | +17.3% | +32.3% |
| All | +415.3% | +22.5% | +392.8% | +299.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling