+547.4%
BTSG vs IBB
+57.4%
+490.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +6.0% | -0.5% | +6.6% | +6.3% |
| 30D | +12.4% | +4.6% | +7.9% | +9.7% |
| 3M | +18.2% | +6.8% | +11.4% | +13.0% |
| 6M | +26.0% | +23.1% | +2.9% | +10.4% |
| YTD | +90.1% | +26.0% | +64.1% | +63.6% |
| 1Y | +124.3% | +30.4% | +93.9% | +88.8% |
| All | +547.4% | +57.4% | +490.0% | +392.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling