-93.2%
FRMI vs IBB
+42.2%
-135.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +2.6% | -13.2% | -11.7% |
| 7D | -39.7% | +2.2% | -41.9% | -40.3% |
| 30D | -55.2% | +6.3% | -61.5% | -56.3% |
| 3M | -71.2% | +16.3% | -87.5% | -73.3% |
| 6M | -64.1% | +30.0% | -94.1% | -68.5% |
| YTD | -77.2% | +31.1% | -108.4% | -80.6% |
| 1Y | -93.2% | +42.0% | -135.1% | -94.5% |
| All | -93.2% | +42.2% | -135.4% | -94.5% |
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