-51.7%
FIG vs IBB
+42.2%
-93.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +4.4% |
| 7D | -4.7% | +2.2% | -6.9% | -5.3% |
| 30D | +0.5% | +6.3% | -5.8% | -1.5% |
| 3M | -18.4% | +16.3% | -34.7% | -22.1% |
| 6M | +10.9% | +30.0% | -19.1% | +3.2% |
| YTD | -40.8% | +31.1% | -71.9% | -47.1% |
| 1Y | -51.7% | +42.0% | -93.7% | -60.9% |
| All | -51.7% | +42.2% | -93.9% | -60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling