+141.6%
FITB vs IBB
+86.1%
+55.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +2.8% | -0.5% | +3.3% | +3.0% |
| 30D | +9.8% | +4.6% | +5.2% | +7.2% |
| 3M | -5.2% | +6.8% | -12.0% | -9.1% |
| 6M | +17.3% | +23.1% | -5.8% | +3.1% |
| YTD | +19.3% | +26.0% | -6.7% | +2.7% |
| 1Y | +32.7% | +30.4% | +2.3% | +11.7% |
| 3Y | +141.6% | +85.4% | +56.2% | +37.6% |
| All | +141.6% | +86.1% | +55.5% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling