+4,270.6%
BLK vs IBB
+560.8%
+3,709.8%
-60.4%
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 | -3.6% | +1.4% | -5.0% | -4.5% |
| 30D | -1.0% | +10.5% | -11.5% | -6.9% |
| 3M | +10.4% | +23.6% | -13.3% | -3.1% |
| 6M | +8.2% | +22.6% | -14.5% | -4.7% |
| YTD | +6.0% | +25.7% | -19.6% | -8.3% |
| 1Y | +3.3% | +51.4% | -48.0% | -20.1% |
| 3Y | +70.3% | +64.4% | +5.9% | +24.5% |
| 5Y | +34.5% | +22.1% | +12.3% | +16.1% |
| 10Y | +281.9% | +132.5% | +149.5% | +123.9% |
| All | +4,270.6% | +560.8% | +3,709.8% | +1,164.1% |
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 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