+68.4%
IBB vs BB
+59.1%
+9.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.4% | -5.6% | +7.1% | +1.9% |
| 30D | +10.5% | -11.8% | +22.3% | +11.6% |
| 3M | +23.6% | -25.5% | +49.2% | +26.0% |
| 6M | +22.6% | +121.3% | -98.6% | +10.7% |
| YTD | +25.7% | +103.2% | -77.5% | +14.4% |
| 1Y | +51.4% | +102.6% | -51.3% | +36.9% |
| All | +68.4% | +59.1% | +9.3% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling