-62.3%
FLUT vs IBB
+35.8%
-98.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.3% | -1.4% |
| 7D | -1.1% | -1.8% | +0.8% | -1.2% |
| 30D | +7.7% | +5.1% | +2.7% | +7.7% |
| 3M | -12.2% | +10.7% | -22.9% | -12.2% |
| 6M | -17.6% | +22.9% | -40.5% | -17.5% |
| YTD | -62.0% | +26.7% | -88.7% | -62.8% |
| 1Y | -62.3% | +35.1% | -97.4% | -65.8% |
| All | -62.3% | +35.8% | -98.0% | -65.8% |
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