-53.2%
BTDR vs IBB
+36.8%
-90.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.2% | +9.0% |
| 7D | +7.7% | -1.4% | +9.0% | +11.4% |
| 30D | -24.1% | +6.8% | -30.9% | -29.0% |
| 3M | -19.1% | +9.2% | -28.3% | -27.9% |
| 6M | -46.6% | +28.3% | -75.0% | -64.6% |
| YTD | -37.3% | +29.4% | -66.7% | -58.7% |
| 1Y | -53.2% | +33.2% | -86.4% | -71.1% |
| All | -53.2% | +36.8% | -90.0% | -71.1% |
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