+1,002.2%
BBY vs IBB
+562.7%
+439.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +0.9% |
| 7D | +4.5% | -0.5% | +5.0% | +4.9% |
| 30D | +16.8% | +4.6% | +12.3% | +13.7% |
| 3M | +23.2% | +6.8% | +16.4% | +18.1% |
| 6M | +91.9% | +23.1% | +68.8% | +68.3% |
| YTD | +61.6% | +26.0% | +35.6% | +38.6% |
| 1Y | +43.9% | +30.4% | +13.5% | +20.9% |
| 3Y | +88.6% | +85.4% | +3.2% | +27.5% |
| 5Y | -3.1% | +39.7% | -42.8% | -22.9% |
| 10Y | +290.2% | +127.1% | +163.1% | +126.7% |
| All | +1,002.2% | +562.7% | +439.6% | +163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling