+59.7%
IVZ vs BBIO
+42.7%
+16.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.4% | -3.2% | +0.8% | -2.0% |
| 30D | +3.0% | -13.6% | +16.6% | +4.7% |
| 3M | +14.9% | +7.2% | +7.6% | +13.8% |
| 6M | +36.7% | +1.5% | +35.3% | +36.1% |
| YTD | +25.7% | -5.3% | +31.0% | +25.6% |
| 1Y | +47.7% | +37.7% | +10.0% | +41.3% |
| 3Y | +138.8% | +153.9% | -15.1% | +110.2% |
| All | +59.7% | +42.7% | +16.9% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling