+209.9%
BKNG vs IBB
+125.2%
+84.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.3% |
| 7D | -10.7% | -5.2% | -5.4% | -8.0% |
| 30D | -18.1% | +1.5% | -19.6% | -18.9% |
| 3M | +8.5% | +22.1% | -13.6% | -2.9% |
| 6M | -0.1% | +17.7% | -17.8% | -9.0% |
| YTD | -18.2% | +20.2% | -38.4% | -26.6% |
| 1Y | -19.9% | +44.4% | -64.3% | -35.3% |
| 3Y | +41.6% | +61.1% | -19.5% | +5.5% |
| 5Y | +93.1% | +18.5% | +74.6% | +67.9% |
| All | +209.9% | +125.2% | +84.7% | +94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling