+425.4%
SN vs IBB
+63.1%
+362.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.1% | +2.9% |
| 7D | +3.8% | -3.6% | +7.4% | +6.6% |
| 30D | +17.5% | +3.4% | +14.2% | +14.2% |
| 3M | +19.2% | +9.5% | +9.7% | +9.3% |
| 6M | +84.9% | +23.3% | +61.6% | +52.4% |
| YTD | +94.0% | +24.5% | +69.5% | +58.1% |
| 1Y | +151.3% | +32.9% | +118.4% | +92.7% |
| 3Y | +387.1% | +76.6% | +310.5% | +186.4% |
| All | +425.4% | +63.1% | +362.3% | +223.0% |
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