+55.6%
IBB vs BIYA
-99.8%
+155.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.7% | +2.7% | -4.4% | -1.7% |
| 30D | +4.9% | -18.7% | +23.6% | +4.8% |
| 3M | +24.2% | -72.0% | +96.3% | +24.2% |
| 6M | +23.8% | -86.4% | +110.2% | +24.2% |
| YTD | +23.0% | -94.2% | +117.1% | +23.5% |
| 1Y | +46.2% | -98.4% | +144.6% | +49.1% |
| All | +55.6% | -99.8% | +155.4% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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