+76.2%
FDX vs IBB
+39.3%
+36.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.7% |
| 7D | +5.2% | -0.5% | +5.7% | +5.5% |
| 30D | +11.3% | +4.6% | +6.7% | +8.7% |
| 3M | -4.1% | +6.8% | -10.9% | -7.9% |
| 6M | +9.6% | +23.1% | -13.5% | -2.7% |
| YTD | +40.9% | +26.0% | +14.9% | +22.9% |
| 1Y | +53.0% | +30.4% | +22.6% | +30.9% |
| 3Y | +74.1% | +85.4% | -11.3% | +20.7% |
| All | +76.2% | +39.3% | +36.9% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling