+452.1%
BTSG vs IBB
+56.9%
+395.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.6% |
| 7D | +2.7% | +1.4% | +1.3% | +1.9% |
| 30D | -3.6% | +10.5% | -14.1% | -9.7% |
| 3M | +5.8% | +23.6% | -17.8% | -7.3% |
| 6M | +44.7% | +22.6% | +22.1% | +27.2% |
| YTD | +62.2% | +25.7% | +36.5% | +40.0% |
| 1Y | +152.1% | +51.4% | +100.7% | +93.2% |
| All | +452.1% | +56.9% | +395.2% | +321.2% |
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