+319.5%
SN vs IBB
+64.6%
+254.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.3% |
| 7D | -9.3% | +1.4% | -10.8% | -10.4% |
| 30D | -4.8% | +10.5% | -15.3% | -13.0% |
| 3M | +40.4% | +23.6% | +16.8% | +16.2% |
| 6M | +50.9% | +22.6% | +28.3% | +25.8% |
| YTD | +54.9% | +25.7% | +29.3% | +25.8% |
| 1Y | +43.0% | +51.4% | -8.3% | -2.7% |
| 3Y | +391.8% | +64.4% | +327.5% | +202.2% |
| All | +319.5% | +64.6% | +254.9% | +157.1% |
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