-45.4%
TNA vs IBB
+40.3%
-85.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.8% | -0.3% |
| 7D | +7.7% | +1.6% | +6.1% | +4.4% |
| 30D | -0.7% | +6.7% | -7.4% | -12.9% |
| 3M | -25.4% | +6.3% | -31.7% | -36.0% |
| 6M | -11.8% | +23.9% | -35.7% | -47.2% |
| YTD | +23.9% | +26.6% | -2.6% | -29.4% |
| 1Y | +25.6% | +29.6% | -4.1% | -31.9% |
| 3Y | +137.1% | +86.1% | +51.0% | -37.9% |
| 5Y | -45.4% | +40.3% | -85.8% | -71.7% |
| All | -45.4% | +40.3% | -85.8% | -71.7% |
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