+66.4%
FND vs IBB
+128.0%
-61.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.3% | +1.3% |
| 7D | +8.5% | +2.7% | +5.8% | +5.8% |
| 30D | +17.2% | +6.3% | +10.9% | +10.0% |
| 3M | -14.9% | +11.1% | -26.0% | -24.3% |
| 6M | +3.1% | +29.2% | -26.1% | -21.5% |
| YTD | -12.4% | +30.2% | -42.6% | -34.2% |
| 1Y | -10.0% | +39.5% | -49.5% | -37.0% |
| 3Y | -31.3% | +92.3% | -123.7% | -65.7% |
| 5Y | -60.3% | +43.0% | -103.3% | -72.8% |
| All | +66.4% | +128.0% | -61.6% | -29.5% |
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 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