-23.1%
BA vs IBB
+34.6%
-57.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | +0.5% |
| 7D | -0.1% | -3.6% | +3.5% | +2.1% |
| 30D | -9.1% | +3.4% | -12.5% | -11.3% |
| 3M | -28.2% | +9.5% | -37.7% | -33.0% |
| 6M | -23.1% | +23.3% | -46.4% | -33.8% |
| YTD | -20.6% | +24.5% | -45.1% | -32.3% |
| 1Y | -12.7% | +32.9% | -45.6% | -28.9% |
| 3Y | -11.6% | +76.6% | -88.1% | -42.4% |
| 5Y | -23.1% | +35.5% | -58.6% | -49.2% |
| All | -23.1% | +34.6% | -57.7% | -49.2% |
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