+36.4%
IBB vs BB
+98.3%
-61.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | +0.8% | +11.6% | -10.8% | +0.3% |
| 30D | +5.2% | +2.6% | +2.6% | +4.8% |
| 3M | +8.6% | +3.5% | +5.1% | +8.1% |
| 6M | +27.8% | +43.5% | -15.7% | +25.9% |
| YTD | +28.8% | +141.2% | -112.4% | +23.0% |
| 1Y | +36.4% | +97.4% | -61.0% | +29.4% |
| All | +36.4% | +98.3% | -61.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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