+137.1%
IBB vs BBWI
-41.3%
+178.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.5% |
| 7D | +2.7% | -6.2% | +8.9% | +3.5% |
| 30D | +6.3% | +25.5% | -19.2% | +3.3% |
| 3M | +11.1% | +8.0% | +3.1% | +9.4% |
| 6M | +29.2% | +12.7% | +16.5% | +26.0% |
| YTD | +30.2% | +11.6% | +18.6% | +26.3% |
| 1Y | +39.5% | -0.9% | +40.4% | +36.5% |
| 3Y | +92.3% | -22.7% | +115.0% | +90.1% |
| 5Y | +43.0% | -67.2% | +110.1% | +52.6% |
| 10Y | +137.1% | -43.7% | +180.8% | +114.8% |
| All | +137.1% | -41.3% | +178.4% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling