+6.5%
IYR vs BBIO
+42.7%
-36.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.4% | -3.2% | +1.8% | -1.2% |
| 30D | -2.7% | -13.6% | +10.9% | -1.9% |
| 3M | -2.1% | +7.2% | -9.4% | -2.7% |
| 6M | +3.6% | +1.5% | +2.1% | +3.3% |
| YTD | +8.1% | -5.3% | +13.4% | +8.0% |
| 1Y | +4.7% | +37.7% | -33.0% | +2.1% |
| 3Y | +29.1% | +153.9% | -124.8% | +20.0% |
| All | +6.5% | +42.7% | -36.2% | -11.4% |
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