+112.1%
BTI vs IBB
+64.8%
+47.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | 0.0% |
| 7D | -1.4% | -1.7% | +0.3% | -1.1% |
| 30D | -7.0% | +4.9% | -11.9% | -7.9% |
| 3M | -6.3% | +24.2% | -30.5% | -10.3% |
| 6M | -2.0% | +23.8% | -25.8% | -6.1% |
| YTD | +0.2% | +23.0% | -22.8% | -4.0% |
| 1Y | +3.8% | +46.2% | -42.4% | -4.1% |
| 3Y | +112.1% | +64.8% | +47.3% | +89.3% |
| All | +112.1% | +64.8% | +47.3% | +89.3% |
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