+52.4%
FND vs IBB
+121.6%
-69.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -2.2% |
| 7D | -5.1% | +1.6% | -6.8% | -6.6% |
| 30D | +9.2% | +6.7% | +2.5% | +2.2% |
| 3M | -17.7% | +6.3% | -24.0% | -23.3% |
| 6M | +2.5% | +23.9% | -21.4% | -18.6% |
| YTD | -19.8% | +26.6% | -46.4% | -38.0% |
| 1Y | -22.7% | +29.6% | -52.3% | -41.7% |
| 3Y | -38.3% | +86.1% | -124.4% | -68.1% |
| 5Y | -63.0% | +40.3% | -103.3% | -74.1% |
| All | +52.4% | +121.6% | -69.2% | -33.5% |
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