-1.5%
BBY vs IBB
+20.0%
-21.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.9% |
| 7D | +1.2% | -3.9% | +5.1% | +3.7% |
| 30D | +6.8% | +2.7% | +4.1% | +4.8% |
| 3M | +18.7% | +21.4% | -2.6% | +4.1% |
| 6M | +37.3% | +20.1% | +17.2% | +20.8% |
| YTD | +35.3% | +21.9% | +13.4% | +17.2% |
| 1Y | +20.7% | +44.1% | -23.5% | -7.3% |
| 3Y | +39.4% | +63.4% | -23.9% | -3.3% |
| 5Y | -1.5% | +19.8% | -21.2% | -28.9% |
| All | -1.5% | +20.0% | -21.5% | -28.9% |
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