+3,078.0%
FN vs IBB
+755.8%
+2,322.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.6% | -8.6% | -7.7% |
| 7D | -7.0% | +2.2% | -9.2% | -8.4% |
| 30D | -24.7% | +6.3% | -31.1% | -27.8% |
| 3M | -35.7% | +16.3% | -52.0% | -42.5% |
| 6M | -52.4% | +30.0% | -82.4% | -60.7% |
| YTD | -25.0% | +31.1% | -56.1% | -38.3% |
| 1Y | -25.7% | +42.0% | -67.6% | -41.9% |
| 3Y | +110.2% | +85.9% | +24.3% | +38.0% |
| 5Y | +192.3% | +38.4% | +154.0% | +128.6% |
| 10Y | +812.3% | +170.4% | +641.9% | +362.2% |
| All | +3,078.0% | +755.8% | +2,322.2% | +351.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling