+802.5%
IBB vs BR
+1,485.1%
-682.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.4% | +1.9% | -3.2% | -2.2% |
| 30D | +6.8% | +15.9% | -9.1% | +0.3% |
| 3M | +9.2% | +13.7% | -4.4% | +3.2% |
| 6M | +28.3% | +31.0% | -2.7% | +13.4% |
| YTD | +29.4% | -12.0% | +41.4% | +33.7% |
| 1Y | +33.2% | -11.5% | +44.7% | +37.3% |
| 3Y | +90.2% | +14.9% | +75.2% | +72.9% |
| 5Y | +44.0% | +20.1% | +23.9% | +26.5% |
| 10Y | +133.1% | +278.9% | -145.8% | +20.9% |
| All | +802.5% | +1,485.1% | -682.6% | +154.8% |
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