+117.6%
IBB vs BRKR
+155.3%
-37.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -4.2% | -8.7% | +4.4% | -1.6% |
| 30D | +1.1% | -9.9% | +11.0% | +4.1% |
| 3M | +19.0% | -3.1% | +22.1% | +17.4% |
| 6M | +18.9% | +45.5% | -26.6% | +1.1% |
| YTD | +20.3% | +13.7% | +6.7% | +10.2% |
| 1Y | +41.5% | +67.4% | -26.0% | +12.3% |
| 3Y | +60.3% | -13.2% | +73.5% | +50.7% |
| 5Y | +18.7% | -39.5% | +58.2% | +24.4% |
| All | +117.6% | +155.3% | -37.8% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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