+56.9%
BNY vs IBB
+44.5%
+12.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.3% | -4.2% | +2.9% | -0.3% |
| 30D | -0.2% | +1.1% | -1.3% | -0.6% |
| 3M | +14.9% | +19.0% | -4.1% | +8.9% |
| 6M | +40.0% | +18.9% | +21.1% | +32.2% |
| YTD | +42.0% | +20.3% | +21.6% | +33.8% |
| 1Y | +56.9% | +41.5% | +15.4% | +48.4% |
| All | +56.9% | +44.5% | +12.4% | +48.4% |
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