+56.7%
FND vs IBB
+120.0%
-63.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.6% |
| 7D | -5.2% | +1.4% | -6.6% | -6.6% |
| 30D | -19.9% | +10.5% | -30.4% | -28.0% |
| 3M | +2.7% | +23.6% | -20.9% | -17.8% |
| 6M | -21.7% | +22.6% | -44.3% | -36.9% |
| YTD | -17.5% | +25.7% | -43.2% | -35.6% |
| 1Y | -39.3% | +51.4% | -90.7% | -60.9% |
| 3Y | -49.8% | +64.4% | -114.1% | -70.5% |
| 5Y | -60.1% | +22.1% | -82.2% | -68.1% |
| All | +56.7% | +120.0% | -63.3% | -30.9% |
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