-3.4%
BAC vs IBB
+38.4%
-41.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.7% |
| 7D | +2.0% | +2.7% | -0.7% | +1.5% |
| 30D | -6.9% | +6.3% | -13.3% | -8.0% |
| 3M | -19.6% | +11.1% | -30.6% | -21.5% |
| 6M | -0.5% | +29.2% | -29.7% | -7.2% |
| YTD | -6.6% | +30.2% | -36.8% | -13.9% |
| All | -3.4% | +38.4% | -41.7% | -13.4% |
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