+42.0%
IBB vs BUD
+38.4%
+3.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +2.3% |
| 7D | +2.2% | +3.3% | -1.1% | +1.9% |
| 30D | +6.3% | +11.8% | -5.5% | +4.8% |
| 3M | +16.3% | -1.1% | +17.4% | +16.6% |
| 6M | +30.0% | +14.9% | +15.1% | +26.2% |
| YTD | +31.1% | +32.6% | -1.4% | +26.1% |
| 1Y | +42.0% | +37.2% | +4.8% | +35.1% |
| All | +42.0% | +38.4% | +3.6% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling