+44.1%
IBB vs BUD
+33.8%
+10.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.6% |
| 7D | -3.9% | -1.3% | -2.6% | -3.7% |
| 30D | +2.7% | -6.1% | +8.9% | +3.5% |
| 3M | +21.4% | -3.8% | +25.1% | +21.7% |
| 6M | +20.1% | +8.2% | +11.9% | +17.0% |
| YTD | +21.9% | +23.6% | -1.7% | +19.3% |
| 1Y | +44.1% | +33.4% | +10.7% | +41.0% |
| All | +44.1% | +33.8% | +10.3% | +41.0% |
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