+45.1%
BMY vs IBB
+45.6%
-0.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -1.9% |
| 7D | -3.3% | -1.7% | -1.7% | -2.3% |
| 30D | 0.0% | +4.9% | -4.9% | -2.9% |
| 3M | +17.7% | +24.2% | -6.5% | +2.8% |
| 6M | +9.6% | +23.8% | -14.2% | -4.6% |
| YTD | +24.0% | +23.0% | +1.0% | +8.1% |
| 1Y | +45.1% | +46.2% | -1.1% | +9.6% |
| All | +45.1% | +45.6% | -0.5% | +9.6% |
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