-84.3%
FRMI vs IBB
+46.8%
-131.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +5.8% |
| 7D | +2.4% | +1.4% | +1.0% | +1.6% |
| 30D | -17.3% | +10.5% | -27.8% | -21.3% |
| 3M | -17.2% | +23.6% | -40.8% | -24.9% |
| 6M | -43.4% | +22.6% | -66.0% | -48.5% |
| YTD | -36.0% | +25.7% | -61.7% | -43.0% |
| All | -84.3% | +46.8% | -131.1% | -84.8% |
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 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