+156.3%
FDX vs IBB
+139.6%
+16.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +1.9% |
| 7D | +0.2% | +2.7% | -2.5% | -1.4% |
| 30D | +9.3% | +6.3% | +3.0% | +5.3% |
| 3M | +0.5% | +11.1% | -10.6% | -6.2% |
| 6M | +5.3% | +29.2% | -23.9% | -10.5% |
| YTD | +38.6% | +30.2% | +8.4% | +16.8% |
| 1Y | +53.5% | +39.5% | +14.0% | +24.0% |
| 3Y | +74.2% | +92.3% | -18.1% | +14.0% |
| 5Y | +75.3% | +43.0% | +32.3% | +35.5% |
| 10Y | +156.3% | +137.1% | +19.2% | +41.2% |
| All | +156.3% | +139.6% | +16.6% | +41.2% |
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 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