+174.8%
FTI vs IBB
+130.8%
+44.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.5% |
| 7D | -3.3% | +0.8% | -4.1% | -3.8% |
| 30D | -7.2% | +5.2% | -12.4% | -10.1% |
| 3M | -12.9% | +8.6% | -21.5% | -17.6% |
| 6M | -7.9% | +27.8% | -35.7% | -21.4% |
| YTD | +45.2% | +28.8% | +16.4% | +22.5% |
| 1Y | +48.1% | +36.4% | +11.7% | +20.5% |
| 3Y | +205.0% | +89.3% | +115.6% | +98.7% |
| 5Y | +838.8% | +43.3% | +795.5% | +617.2% |
| 10Y | +174.8% | +130.6% | +44.1% | +46.2% |
| All | +174.8% | +130.8% | +44.0% | +46.2% |
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