+37.9%
IBB vs SBAC
-0.1%
+38.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.8% |
| 7D | +2.7% | +3.0% | -0.3% | +2.6% |
| 30D | +6.3% | +4.3% | +2.0% | +6.1% |
| 3M | +11.1% | +4.1% | +6.9% | +10.8% |
| 6M | +29.2% | -11.6% | +40.8% | +29.8% |
| YTD | +30.2% | +0.4% | +29.9% | +32.7% |
| All | +37.9% | -0.1% | +38.1% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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