+121.6%
IBB vs BUD
-23.5%
+145.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.0% |
| 7D | -1.7% | +0.8% | -2.4% | -1.9% |
| 30D | +4.9% | -4.8% | +9.7% | +6.2% |
| 3M | +24.2% | +1.4% | +22.9% | +23.5% |
| 6M | +23.8% | +9.9% | +14.0% | +20.1% |
| YTD | +23.0% | +26.3% | -3.4% | +14.6% |
| 1Y | +46.2% | +36.1% | +10.0% | +33.2% |
| 3Y | +64.8% | +48.6% | +16.2% | +44.8% |
| 5Y | +20.9% | +45.0% | -24.1% | +5.5% |
| 10Y | +121.6% | -23.1% | +144.7% | +122.8% |
| All | +121.6% | -23.5% | +145.1% | +122.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling