+3,237.5%
BHP vs IBB
+566.2%
+2,671.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | -0.1% | +0.7% |
| 7D | +0.9% | -1.8% | +2.8% | +1.9% |
| 30D | -6.3% | +5.1% | -11.3% | -9.1% |
| 3M | -7.1% | +10.7% | -17.8% | -12.8% |
| 6M | -3.2% | +22.9% | -26.1% | -14.7% |
| YTD | +37.9% | +26.7% | +11.2% | +19.5% |
| 1Y | +49.7% | +35.1% | +14.6% | +24.8% |
| 3Y | +51.7% | +80.2% | -28.5% | +5.7% |
| 5Y | +122.0% | +37.8% | +84.2% | +77.2% |
| 10Y | +382.4% | +161.2% | +221.2% | +155.9% |
| All | +3,237.5% | +566.2% | +2,671.3% | +676.4% |
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 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