+4,782.7%
FAST vs IBB
+554.8%
+4,227.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.5% | +2.1% |
| 7D | +0.7% | -3.6% | +4.3% | +2.6% |
| 30D | +4.6% | +3.4% | +1.2% | +2.4% |
| 3M | +6.4% | +9.5% | -3.1% | +0.4% |
| 6M | +20.6% | +23.3% | -2.7% | +6.3% |
| YTD | +34.7% | +24.5% | +10.1% | +17.5% |
| 1Y | +29.7% | +32.9% | -3.3% | +9.0% |
| 3Y | +89.9% | +76.6% | +13.4% | +34.0% |
| 5Y | +105.0% | +35.5% | +69.5% | +64.9% |
| 10Y | +594.2% | +156.7% | +437.4% | +274.6% |
| All | +4,782.7% | +554.8% | +4,227.9% | +1,088.2% |
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