+46.2%
IBB vs SBAC
-0.2%
+46.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +4.9% | +3.2% | +1.6% | +4.7% |
| 3M | +24.2% | -5.1% | +29.3% | +24.5% |
| 6M | +23.8% | -2.1% | +25.9% | +24.7% |
| YTD | +23.0% | -0.5% | +23.5% | +24.4% |
| 1Y | +46.2% | +1.1% | +45.0% | +48.7% |
| All | +46.2% | -0.2% | +46.3% | +48.7% |
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