+143.3%
FN vs IBB
+34.6%
+108.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -5.0% | -9.2% | -10.5% |
| 7D | -16.0% | -3.6% | -12.4% | -13.3% |
| 30D | -40.1% | +3.4% | -43.5% | -41.2% |
| 3M | -43.9% | +9.5% | -53.4% | -48.1% |
| 6M | -55.6% | +23.3% | -78.9% | -62.9% |
| YTD | -35.7% | +24.5% | -60.2% | -46.5% |
| 1Y | -39.8% | +32.9% | -72.7% | -52.3% |
| 3Y | +80.3% | +76.6% | +3.7% | +15.7% |
| 5Y | +143.3% | +35.5% | +107.8% | +61.1% |
| All | +143.3% | +34.6% | +108.7% | +61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling