-52.4%
FN vs IBB
+32.8%
-85.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.6% | -8.6% | -6.3% |
| 7D | -7.0% | +2.2% | -9.2% | -7.2% |
| 30D | -24.7% | +6.3% | -31.1% | -25.1% |
| 3M | -35.7% | +16.3% | -52.0% | -37.7% |
| 6M | -52.4% | +30.0% | -82.4% | -55.9% |
| All | -52.4% | +32.8% | -85.2% | -55.9% |
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