+22.1%
BDX vs IBB
+42.3%
-20.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.3% |
| 7D | -5.4% | -5.2% | -0.2% | -3.2% |
| 30D | -2.2% | +1.5% | -3.6% | -2.9% |
| 3M | +20.1% | +22.1% | -2.1% | +10.1% |
| 6M | +9.1% | +17.7% | -8.7% | +1.2% |
| YTD | +17.9% | +20.2% | -2.3% | +7.4% |
| 1Y | +22.1% | +44.4% | -22.4% | -4.3% |
| All | +22.1% | +42.3% | -20.3% | -4.3% |
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 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