-33.6%
BTDR vs IBB
+41.1%
-74.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.1% | +7.3% |
| 7D | +7.1% | +2.7% | +4.4% | +5.6% |
| 30D | -31.4% | +6.3% | -37.7% | -34.2% |
| 3M | -39.2% | +11.1% | -50.3% | -44.4% |
| 6M | -50.9% | +29.2% | -80.2% | -61.0% |
| YTD | -41.0% | +30.2% | -71.3% | -52.8% |
| 1Y | -69.9% | +39.5% | -109.4% | -77.3% |
| 3Y | +87.3% | +92.3% | -5.1% | +24.6% |
| 5Y | -33.6% | +43.0% | -76.6% | -55.5% |
| All | -33.6% | +41.1% | -74.7% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling