-25.7%
FN vs IBB
+42.2%
-67.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.6% | -8.6% | -7.4% |
| 7D | -7.0% | +2.2% | -9.2% | -8.1% |
| 30D | -24.7% | +6.3% | -31.1% | -27.1% |
| 3M | -35.7% | +16.3% | -52.0% | -42.6% |
| 6M | -52.4% | +30.0% | -82.4% | -62.0% |
| YTD | -25.0% | +31.1% | -56.1% | -41.1% |
| 1Y | -25.7% | +42.0% | -67.6% | -49.0% |
| All | -25.7% | +42.2% | -67.9% | -49.0% |
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 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