-45.4%
FND vs IBB
+45.6%
-91.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -3.0% |
| 7D | +0.4% | -1.7% | +2.0% | +1.6% |
| 30D | -23.6% | +4.9% | -28.4% | -26.6% |
| 3M | +4.3% | +24.2% | -19.9% | -13.2% |
| 6M | -20.3% | +23.8% | -44.1% | -33.5% |
| YTD | -21.3% | +23.0% | -44.3% | -34.9% |
| 1Y | -45.4% | +46.2% | -91.5% | -61.5% |
| All | -45.4% | +45.6% | -91.0% | -61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling