-40.4%
FND vs IBB
+86.1%
-126.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.8% |
| 7D | -6.8% | -0.5% | -6.3% | -6.3% |
| 30D | +8.0% | +4.6% | +3.4% | +3.8% |
| 3M | -18.9% | +6.8% | -25.8% | -24.1% |
| 6M | +4.7% | +23.1% | -18.4% | -14.7% |
| YTD | -21.6% | +26.0% | -47.6% | -37.9% |
| 1Y | -22.0% | +30.4% | -52.4% | -40.3% |
| 3Y | -40.4% | +85.4% | -125.9% | -70.4% |
| All | -40.4% | +86.1% | -126.5% | -70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling