+448.1%
SN vs IBB
+68.7%
+379.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.5% |
| 7D | +7.6% | +0.8% | +6.8% | +6.8% |
| 30D | +22.4% | +5.2% | +17.3% | +17.5% |
| 3M | +21.7% | +8.6% | +13.1% | +12.6% |
| 6M | +102.8% | +27.8% | +75.0% | +62.6% |
| YTD | +102.4% | +28.8% | +73.6% | +60.7% |
| 1Y | +139.0% | +36.4% | +102.6% | +79.8% |
| 3Y | +440.4% | +89.3% | +351.1% | +199.9% |
| All | +448.1% | +68.7% | +379.4% | +228.3% |
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