+142.2%
BTI vs IBB
+86.3%
+55.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.7% |
| 7D | -2.9% | +2.7% | -5.6% | -3.3% |
| 30D | +8.3% | +6.3% | +1.9% | +7.3% |
| 3M | +2.9% | +11.1% | -8.2% | +1.2% |
| 6M | +6.2% | +29.2% | -23.0% | +1.7% |
| YTD | +10.9% | +30.2% | -19.3% | +6.0% |
| 1Y | +16.6% | +39.5% | -22.9% | +10.1% |
| 3Y | +142.2% | +92.3% | +49.9% | +111.5% |
| All | +142.2% | +86.3% | +55.9% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling