-69.4%
BTDR vs IBB
+42.2%
-111.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.3% | -8.7% |
| 7D | -17.6% | +2.2% | -19.8% | -19.7% |
| 30D | -40.3% | +6.3% | -46.6% | -44.3% |
| 3M | -42.6% | +16.3% | -58.9% | -53.2% |
| 6M | -46.3% | +30.0% | -76.3% | -62.9% |
| YTD | -41.7% | +31.1% | -72.9% | -59.8% |
| 1Y | -69.4% | +42.0% | -111.4% | -80.2% |
| All | -69.4% | +42.2% | -111.6% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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