+149.2%
FDX vs IBB
+156.3%
-7.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.5% | -3.7% |
| 7D | -1.6% | -1.8% | +0.2% | -0.7% |
| 30D | +6.6% | +5.1% | +1.5% | +3.4% |
| 3M | -2.1% | +10.7% | -12.8% | -8.3% |
| 6M | +2.2% | +22.9% | -20.7% | -10.4% |
| YTD | +33.9% | +26.7% | +7.2% | +14.9% |
| 1Y | +50.2% | +35.1% | +15.1% | +24.0% |
| 3Y | +65.5% | +80.2% | -14.7% | +13.4% |
| 5Y | +74.1% | +37.8% | +36.2% | +38.0% |
| All | +149.2% | +156.3% | -7.1% | +43.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling