+743.6%
FN vs IBB
+156.3%
+587.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.7% | +9.9% | +10.4% |
| 7D | 0.0% | -1.8% | +1.8% | +1.8% |
| 30D | -34.3% | +5.1% | -39.4% | -36.2% |
| 3M | -39.9% | +10.7% | -50.6% | -44.6% |
| 6M | -51.8% | +22.9% | -74.7% | -59.1% |
| YTD | -28.1% | +26.7% | -54.8% | -40.2% |
| 1Y | -29.1% | +35.1% | -64.2% | -43.6% |
| 3Y | +102.4% | +80.2% | +22.3% | +31.2% |
| 5Y | +171.7% | +37.8% | +133.8% | +108.6% |
| All | +743.6% | +156.3% | +587.2% | +365.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling