+438.7%
SN vs IBB
+86.3%
+352.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.2% | +0.8% |
| 7D | +7.6% | +2.7% | +4.9% | +5.3% |
| 30D | +24.1% | +6.3% | +17.7% | +18.1% |
| 3M | +23.7% | +11.1% | +12.6% | +12.4% |
| 6M | +105.5% | +29.2% | +76.3% | +63.3% |
| YTD | +105.1% | +30.2% | +74.9% | +61.4% |
| 1Y | +148.3% | +39.5% | +108.8% | +83.1% |
| 3Y | +438.7% | +92.3% | +346.3% | +211.2% |
| All | +438.7% | +86.3% | +352.3% | +211.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling