+1,037.4%
FDX vs IBB
+554.8%
+482.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.0% | +1.2% | -1.2% |
| 7D | +2.9% | -3.6% | +6.5% | +4.9% |
| 30D | +9.6% | +3.4% | +6.2% | +7.6% |
| 3M | +2.4% | +9.5% | -7.1% | -2.9% |
| 6M | +9.2% | +23.3% | -14.1% | -2.8% |
| YTD | +37.7% | +24.5% | +13.2% | +21.5% |
| 1Y | +56.1% | +32.9% | +23.2% | +33.2% |
| 3Y | +68.9% | +76.6% | -7.6% | +23.4% |
| 5Y | +79.0% | +35.5% | +43.5% | +47.8% |
| 10Y | +163.9% | +156.7% | +7.2% | +55.2% |
| All | +1,037.4% | +554.8% | +482.5% | +253.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling