+68.6%
BTI vs IBB
+128.4%
-59.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -2.4% | -3.9% | +1.5% | -1.3% |
| 30D | -4.8% | +2.7% | -7.5% | -5.7% |
| 3M | -8.1% | +21.4% | -29.5% | -13.4% |
| 6M | -4.2% | +20.1% | -24.3% | -9.6% |
| YTD | -1.3% | +21.9% | -23.2% | -7.3% |
| 1Y | +2.1% | +44.1% | -42.0% | -8.9% |
| 3Y | +108.9% | +63.4% | +45.6% | +77.2% |
| 5Y | +114.5% | +19.8% | +94.7% | +98.9% |
| All | +68.6% | +128.4% | -59.7% | +29.4% |
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