+29,472.4%
BKNG vs IBB
+560.8%
+28,911.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.3% |
| 7D | -6.0% | +1.4% | -7.4% | -7.0% |
| 30D | -6.6% | +10.5% | -17.1% | -13.5% |
| 3M | +15.7% | +23.6% | -7.9% | -1.4% |
| 6M | +14.1% | +22.6% | -8.5% | -2.8% |
| YTD | -9.3% | +25.7% | -35.0% | -24.3% |
| 1Y | -12.8% | +51.4% | -64.1% | -36.9% |
| 3Y | +58.4% | +64.4% | -5.9% | +5.0% |
| 5Y | +114.1% | +22.1% | +92.0% | +74.3% |
| 10Y | +246.8% | +132.5% | +114.4% | +58.6% |
| All | +29,472.4% | +560.8% | +28,911.6% | +7,936.7% |
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