+3,677.4%
BHP vs IBB
+560.8%
+3,116.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.2% |
| 7D | -2.9% | +1.4% | -4.3% | -3.7% |
| 30D | +3.4% | +10.5% | -7.1% | -2.5% |
| 3M | +4.1% | +23.6% | -19.6% | -8.2% |
| 6M | +20.6% | +22.6% | -2.0% | +6.9% |
| YTD | +56.1% | +25.7% | +30.4% | +36.3% |
| 1Y | +69.6% | +51.4% | +18.2% | +32.6% |
| 3Y | +78.8% | +64.4% | +14.4% | +31.8% |
| 5Y | +113.1% | +22.1% | +90.9% | +82.8% |
| 10Y | +505.9% | +132.5% | +373.4% | +244.1% |
| All | +3,677.4% | +560.8% | +3,116.6% | +785.7% |
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