+14.9%
BND vs IBB
+125.2%
-110.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.7% | -0.6% |
| 7D | -0.9% | -5.2% | +4.3% | -0.7% |
| 30D | -1.0% | +1.5% | -2.4% | -1.0% |
| 3M | -1.2% | +22.1% | -23.4% | -2.1% |
| 6M | -2.0% | +17.7% | -19.7% | -2.7% |
| YTD | -1.2% | +20.2% | -21.3% | -2.0% |
| 1Y | -0.5% | +44.4% | -44.9% | -2.0% |
| 3Y | +12.4% | +61.1% | -48.7% | +10.1% |
| 5Y | -2.5% | +18.5% | -21.0% | -4.3% |
| All | +14.9% | +125.2% | -110.3% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling