+55.4%
IVZ vs BBIO
+44.0%
+11.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | +0.6% | -2.3% | +2.9% | +1.0% |
| 30D | +4.0% | -8.7% | +12.7% | +5.5% |
| 3M | +18.2% | +11.2% | +7.0% | +15.7% |
| 6M | +32.8% | +12.5% | +20.4% | +29.6% |
| YTD | +28.7% | -2.2% | +30.9% | +27.1% |
| 1Y | +55.4% | +44.4% | +11.0% | +44.6% |
| All | +55.4% | +44.0% | +11.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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