+776.7%
IBB vs BR
+1,321.0%
-544.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | +0.5% |
| 7D | +1.4% | -5.3% | +6.7% | +3.7% |
| 30D | +10.5% | +6.4% | +4.0% | +7.6% |
| 3M | +23.6% | +13.6% | +10.0% | +16.6% |
| 6M | +22.6% | -6.7% | +29.3% | +24.7% |
| YTD | +25.7% | -21.1% | +46.8% | +36.4% |
| 1Y | +51.4% | -29.6% | +80.9% | +72.2% |
| 3Y | +64.4% | -2.4% | +66.7% | +60.5% |
| 5Y | +22.1% | +11.2% | +10.9% | +10.7% |
| 10Y | +132.5% | +191.8% | -59.3% | +34.6% |
| All | +776.7% | +1,321.0% | -544.3% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 all: compounded portfolio wealth divided by compounded BR 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…
all analysis · Full analysis span regression · 6 months rolling