-1.5%
BND vs IBB
+20.0%
-21.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.1% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | -0.4% | +4.9% | -5.2% | -0.7% |
| 3M | -0.2% | +24.2% | -24.5% | -1.9% |
| 6M | -1.2% | +23.8% | -25.0% | -2.9% |
| YTD | -0.3% | +23.0% | -23.3% | -2.0% |
| 1Y | +0.4% | +46.2% | -45.8% | -2.7% |
| 3Y | +13.4% | +64.8% | -51.4% | +8.5% |
| 5Y | -1.5% | +20.9% | -22.4% | -6.7% |
| All | -1.5% | +20.0% | -21.5% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling