-47.5%
FND vs IBB
+68.6%
-116.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.5% |
| 7D | -5.2% | +1.4% | -6.6% | -6.5% |
| 30D | -19.9% | +10.5% | -30.4% | -27.2% |
| 3M | +2.7% | +23.6% | -20.9% | -16.1% |
| 6M | -21.7% | +22.6% | -44.3% | -35.6% |
| YTD | -17.5% | +25.7% | -43.2% | -34.1% |
| 1Y | -39.3% | +51.4% | -90.7% | -59.5% |
| All | -47.5% | +68.6% | -116.1% | -68.8% |
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