+545.7%
FICO vs IBB
+130.8%
+415.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.7% |
| 7D | +0.9% | +0.8% | +0.1% | 0.0% |
| 30D | +9.4% | +5.2% | +4.3% | +5.0% |
| 3M | -30.4% | +8.6% | -39.0% | -35.3% |
| 6M | -35.1% | +27.8% | -62.9% | -46.9% |
| YTD | -56.8% | +28.8% | -85.6% | -65.1% |
| 1Y | -58.4% | +36.4% | -94.8% | -67.9% |
| 3Y | -26.7% | +89.3% | -116.0% | -57.5% |
| 5Y | +88.0% | +43.3% | +44.7% | +35.0% |
| 10Y | +545.7% | +130.6% | +415.1% | +222.5% |
| All | +545.7% | +130.8% | +415.0% | +222.5% |
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