+25.6%
TNA vs IBB
+30.0%
-4.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.8% | -1.9% |
| 7D | +7.7% | +1.6% | +6.1% | +5.7% |
| 30D | -0.7% | +6.7% | -7.4% | -7.5% |
| 3M | -25.4% | +6.3% | -31.7% | -31.1% |
| 6M | -11.8% | +23.9% | -35.7% | -37.0% |
| YTD | +23.9% | +26.6% | -2.6% | -15.5% |
| 1Y | +25.6% | +29.6% | -4.1% | -18.8% |
| All | +25.6% | +30.0% | -4.5% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling