+42.0%
IBB vs BAM
+4.2%
+37.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.6% | +1.6% |
| 7D | +2.2% | +14.2% | -12.0% | 0.0% |
| 30D | +6.3% | +21.0% | -14.6% | +3.1% |
| 3M | +16.3% | +5.2% | +11.1% | +15.1% |
| 6M | +30.0% | +16.0% | +14.0% | +26.4% |
| YTD | +31.1% | +6.5% | +24.7% | +25.8% |
| 1Y | +42.0% | +4.4% | +37.6% | +36.6% |
| All | +42.0% | +4.2% | +37.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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