-83.0%
FRMI vs IBB
+42.3%
-125.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.8% |
| 7D | +15.9% | -3.9% | +19.8% | +17.8% |
| 30D | -6.0% | +2.7% | -8.7% | -7.4% |
| 3M | -1.6% | +21.4% | -23.0% | -10.5% |
| 6M | -30.7% | +20.1% | -50.8% | -36.4% |
| YTD | -30.9% | +21.9% | -52.7% | -37.7% |
| All | -83.0% | +42.3% | -125.3% | -83.3% |
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