+771.5%
IBB vs BTG
+336.6%
+434.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.1% | -1.9% |
| 7D | +1.6% | -5.9% | +7.5% | +2.0% |
| 30D | +6.7% | -5.0% | +11.7% | +6.9% |
| 3M | +6.3% | -4.5% | +10.8% | +6.4% |
| 6M | +23.9% | -7.0% | +30.9% | +23.9% |
| YTD | +26.6% | +11.4% | +15.2% | +24.9% |
| 1Y | +29.6% | +20.1% | +9.5% | +27.4% |
| 3Y | +86.1% | +81.5% | +4.6% | +77.4% |
| 5Y | +40.3% | +32.1% | +8.2% | +35.0% |
| 10Y | +128.1% | +166.4% | -38.3% | +110.2% |
| All | +771.5% | +336.6% | +434.9% | +615.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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