+64.7%
BLK vs IBB
+63.1%
+1.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -2.7% | -3.9% | +1.2% | -0.6% |
| 30D | -4.8% | +2.7% | -7.5% | -6.4% |
| 3M | +6.5% | +21.4% | -14.9% | -5.0% |
| 6M | +13.1% | +20.1% | -6.9% | +1.5% |
| YTD | +1.8% | +21.9% | -20.1% | -10.0% |
| 1Y | -1.0% | +44.1% | -45.1% | -21.4% |
| All | +64.7% | +63.1% | +1.6% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling