+22.4%
IBB vs BB
-30.6%
+53.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.4% | -5.6% | +7.1% | +2.2% |
| 30D | +10.5% | -11.8% | +22.3% | +12.3% |
| 3M | +23.6% | -25.5% | +49.2% | +27.5% |
| 6M | +22.6% | +121.3% | -98.6% | +4.9% |
| YTD | +25.7% | +103.2% | -77.5% | +8.9% |
| 1Y | +51.4% | +102.6% | -51.3% | +30.1% |
| 3Y | +64.4% | +37.5% | +26.9% | +45.1% |
| All | +22.4% | -30.6% | +53.0% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling