+131.9%
BTI vs IBB
+126.8%
+5.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +1.6% | -0.5% | +2.2% | +1.8% |
| 30D | +9.2% | +4.6% | +4.7% | +7.6% |
| 3M | +9.6% | +6.8% | +2.8% | +7.1% |
| 6M | -2.4% | +23.1% | -25.6% | -9.0% |
| YTD | +14.2% | +26.0% | -11.8% | +5.6% |
| 1Y | +20.3% | +30.4% | -10.1% | +10.0% |
| 3Y | +147.4% | +85.4% | +62.0% | +99.2% |
| 5Y | +155.4% | +39.7% | +115.7% | +123.4% |
| All | +131.9% | +126.8% | +5.2% | +67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling