-12.4%
BX vs IBB
+36.8%
-49.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.7% |
| 7D | -2.8% | -1.4% | -1.5% | -2.1% |
| 30D | +7.3% | +6.8% | +0.5% | +3.9% |
| 3M | -16.3% | +9.2% | -25.5% | -20.1% |
| 6M | +2.5% | +28.3% | -25.8% | -10.7% |
| YTD | -17.6% | +29.4% | -47.0% | -28.1% |
| 1Y | -12.4% | +33.2% | -45.5% | -24.0% |
| All | -12.4% | +36.8% | -49.1% | -24.0% |
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