-14.6%
FLUT vs IBB
+25.6%
-40.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -2.0% | -4.5% |
| 7D | -1.2% | +1.6% | -2.8% | -0.8% |
| 30D | +5.0% | +6.7% | -1.7% | +6.1% |
| 3M | -16.4% | +6.3% | -22.8% | -15.3% |
| 6M | -14.6% | +23.9% | -38.5% | -7.0% |
| All | -14.6% | +25.6% | -40.1% | -7.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling