+20.7%
IBB vs BBIO
+42.7%
-22.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -4.2% | -3.2% | -1.0% | -3.9% |
| 30D | +1.1% | -13.6% | +14.7% | +2.8% |
| 3M | +19.0% | +7.2% | +11.8% | +18.0% |
| 6M | +18.9% | +1.5% | +17.4% | +18.4% |
| YTD | +20.3% | -5.3% | +25.6% | +20.4% |
| 1Y | +41.5% | +37.7% | +3.8% | +35.7% |
| 3Y | +60.3% | +153.9% | -93.6% | +41.4% |
| All | +20.7% | +42.7% | -22.0% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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