+126.5%
IBB vs BUD
-22.9%
+149.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +1.4% | +0.3% | +1.1% | +1.3% |
| 30D | +10.5% | -5.7% | +16.2% | +12.1% |
| 3M | +23.6% | +3.1% | +20.5% | +22.3% |
| 6M | +22.6% | +7.9% | +14.7% | +19.5% |
| YTD | +25.7% | +27.3% | -1.7% | +16.9% |
| 1Y | +51.4% | +37.8% | +13.6% | +37.5% |
| 3Y | +64.4% | +49.8% | +14.5% | +44.1% |
| 5Y | +22.1% | +43.8% | -21.7% | +6.8% |
| All | +126.5% | -22.9% | +149.4% | +127.2% |
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