+50.0%
BMY vs IBB
+51.5%
-1.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.3% |
| 7D | +0.4% | +1.4% | -1.1% | -0.5% |
| 30D | +5.0% | +10.5% | -5.5% | -1.3% |
| 3M | +19.4% | +23.6% | -4.2% | +4.5% |
| 6M | +9.5% | +22.6% | -13.1% | -3.7% |
| YTD | +28.1% | +25.7% | +2.4% | +10.1% |
| 1Y | +50.0% | +51.4% | -1.4% | +10.7% |
| All | +50.0% | +51.5% | -1.5% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling