+65.8%
FDX vs IBB
+64.8%
+1.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -2.5% | +1.4% | -3.9% | -3.2% |
| 30D | +3.8% | +10.5% | -6.7% | -1.6% |
| 3M | -1.3% | +23.6% | -24.9% | -12.1% |
| 6M | +5.0% | +22.6% | -17.6% | -6.3% |
| YTD | +39.6% | +25.7% | +14.0% | +22.7% |
| 1Y | +81.1% | +51.4% | +29.7% | +43.4% |
| All | +65.8% | +64.8% | +1.0% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling