+439.5%
SN vs IBB
+65.9%
+373.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +0.9% | +1.3% |
| 7D | +7.2% | -1.8% | +9.0% | +8.5% |
| 30D | +20.4% | +5.1% | +15.3% | +15.5% |
| 3M | +23.9% | +10.7% | +13.2% | +12.7% |
| 6M | +93.0% | +22.9% | +70.2% | +59.9% |
| YTD | +99.2% | +26.7% | +72.5% | +60.2% |
| 1Y | +142.6% | +35.1% | +107.5% | +83.7% |
| 3Y | +398.8% | +80.2% | +318.6% | +188.8% |
| All | +439.5% | +65.9% | +373.5% | +227.3% |
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 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