+3,909.8%
FICO vs IBB
+589.6%
+3,320.3%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.9% | -4.8% |
| 7D | +0.4% | +2.2% | -1.8% | -1.0% |
| 30D | +1.7% | +6.3% | -4.7% | -2.5% |
| 3M | -33.0% | +16.3% | -49.3% | -39.3% |
| 6M | -33.9% | +30.0% | -63.8% | -44.4% |
| YTD | -58.5% | +31.1% | -89.7% | -65.4% |
| 1Y | -56.4% | +42.0% | -98.3% | -65.4% |
| 3Y | -24.7% | +85.9% | -110.6% | -50.0% |
| 5Y | +83.1% | +38.4% | +44.7% | +44.6% |
| 10Y | +517.2% | +170.4% | +346.8% | +233.9% |
| All | +3,909.8% | +589.6% | +3,320.3% | +842.5% |
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 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