-55.8%
FIG vs IBB
+51.5%
-107.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -3.9% |
| 7D | -16.3% | +1.4% | -17.7% | -16.9% |
| 30D | -14.3% | +10.5% | -24.8% | -18.7% |
| 3M | +7.2% | +23.6% | -16.5% | -3.8% |
| 6M | -18.6% | +22.6% | -41.2% | -27.1% |
| YTD | -35.5% | +25.7% | -61.1% | -45.1% |
| 1Y | -55.8% | +51.4% | -107.2% | -72.9% |
| All | -55.8% | +51.5% | -107.3% | -72.9% |
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