+3,054.5%
BTI vs IBB
+584.7%
+2,469.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.0% |
| 7D | -2.9% | +2.7% | -5.6% | -3.7% |
| 30D | +8.3% | +6.3% | +1.9% | +6.4% |
| 3M | +2.9% | +11.1% | -8.2% | -0.3% |
| 6M | +6.2% | +29.2% | -23.0% | -1.3% |
| YTD | +10.9% | +30.2% | -19.3% | +2.6% |
| 1Y | +16.6% | +39.5% | -22.9% | +5.9% |
| 3Y | +142.2% | +92.3% | +49.9% | +99.7% |
| 5Y | +151.3% | +43.0% | +108.3% | +121.7% |
| 10Y | +113.9% | +137.1% | -23.2% | +61.4% |
| All | +3,054.5% | +584.7% | +2,469.8% | +1,417.6% |
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