+160.3%
FN vs IBB
+64.8%
+95.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.9% |
| 7D | -1.7% | +1.4% | -3.1% | -2.9% |
| 30D | -22.0% | +10.5% | -32.5% | -29.1% |
| 3M | -43.0% | +23.6% | -66.6% | -53.5% |
| 6M | -27.7% | +22.6% | -50.4% | -40.8% |
| YTD | -10.5% | +25.7% | -36.2% | -28.3% |
| 1Y | +12.5% | +51.4% | -38.9% | -24.0% |
| All | +160.3% | +64.8% | +95.5% | +60.8% |
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 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