-0.1%
BBY vs IBB
+43.4%
-43.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.7% |
| 7D | +3.7% | -1.4% | +5.1% | +4.7% |
| 30D | +20.9% | +6.8% | +14.1% | +15.8% |
| 3M | +27.6% | +9.2% | +18.4% | +20.1% |
| 6M | +86.9% | +28.3% | +58.5% | +57.2% |
| YTD | +63.3% | +29.4% | +34.0% | +35.3% |
| 1Y | +42.6% | +33.2% | +9.4% | +15.6% |
| 3Y | +89.8% | +90.2% | -0.4% | +17.0% |
| 5Y | -0.1% | +44.0% | -44.0% | -30.5% |
| All | -0.1% | +43.4% | -43.4% | -30.5% |
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