+3,104.4%
BTI vs IBB
+565.6%
+2,538.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.5% |
| 7D | -3.2% | +1.6% | -4.9% | -3.7% |
| 30D | +9.7% | +6.7% | +3.0% | +7.7% |
| 3M | +11.1% | +6.3% | +4.7% | +8.9% |
| 6M | -1.2% | +23.9% | -25.1% | -7.2% |
| YTD | +12.7% | +26.6% | -13.9% | +5.0% |
| 1Y | +15.8% | +29.6% | -13.8% | +7.2% |
| 3Y | +148.9% | +86.1% | +62.8% | +107.0% |
| 5Y | +151.9% | +40.3% | +111.6% | +123.3% |
| 10Y | +124.2% | +128.1% | -3.9% | +70.9% |
| All | +3,104.4% | +565.6% | +2,538.8% | +1,452.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling