+4.1%
FBIOP vs SPY
+81.8%
-77.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | -6.2% | -0.9% | -5.2% | -6.0% |
| 3M | -7.7% | +3.9% | -11.6% | -8.7% |
| 6M | +33.5% | +14.5% | +19.0% | +28.7% |
| YTD | +96.5% | +12.9% | +83.6% | +90.0% |
| 1Y | +103.8% | +19.4% | +84.5% | +94.3% |
| 3Y | +78.5% | +78.5% | 0.0% | +47.6% |
| 5Y | +4.1% | +81.8% | -77.6% | -16.3% |
| All | +4.1% | +81.8% | -77.7% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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