+291.9%
FTI vs IBB
+125.2%
+166.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.1% |
| 7D | -5.6% | -5.2% | -0.4% | -2.7% |
| 30D | +0.4% | +1.5% | -1.0% | -0.8% |
| 3M | +8.1% | +22.1% | -14.0% | -4.3% |
| 6M | +16.7% | +17.7% | -1.0% | +4.8% |
| YTD | +70.0% | +20.2% | +49.8% | +50.5% |
| 1Y | +85.4% | +44.4% | +41.0% | +46.5% |
| 3Y | +265.9% | +61.1% | +204.8% | +166.2% |
| 5Y | +1,072.7% | +18.5% | +1,054.2% | +920.3% |
| All | +291.9% | +125.2% | +166.7% | +126.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling