+137.1%
IBB vs BUD
-8.7%
+145.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.4% | +2.4% |
| 7D | +2.7% | +1.3% | +1.4% | +2.3% |
| 30D | +6.3% | +10.0% | -3.7% | +3.5% |
| 3M | +11.1% | +1.6% | +9.5% | +10.3% |
| 6M | +29.2% | +6.5% | +22.7% | +26.4% |
| YTD | +30.2% | +34.8% | -4.6% | +19.0% |
| 1Y | +39.5% | +36.5% | +3.0% | +26.9% |
| 3Y | +92.3% | +49.0% | +43.4% | +68.7% |
| 5Y | +43.0% | +51.7% | -8.7% | +23.1% |
| 10Y | +137.1% | -7.5% | +144.6% | +122.3% |
| All | +137.1% | -8.7% | +145.8% | +122.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling