+468.7%
BTSG vs IBB
+53.5%
+415.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.2% | +4.3% |
| 7D | +5.7% | -1.7% | +7.4% | +6.7% |
| 30D | +0.2% | +4.9% | -4.7% | -3.2% |
| 3M | +5.6% | +24.2% | -18.6% | -7.8% |
| 6M | +50.8% | +23.8% | +26.9% | +31.6% |
| YTD | +67.0% | +23.0% | +44.1% | +46.0% |
| 1Y | +145.5% | +46.2% | +99.4% | +92.2% |
| All | +468.7% | +53.5% | +415.2% | +339.1% |
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