+184.3%
FTI vs IBB
+133.2%
+51.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | +1.4% | -1.4% | +2.7% | +2.2% |
| 30D | -6.3% | +6.8% | -13.0% | -9.9% |
| 3M | -13.1% | +9.2% | -22.3% | -18.2% |
| 6M | -8.0% | +28.3% | -36.3% | -21.6% |
| YTD | +47.1% | +29.4% | +17.7% | +23.8% |
| 1Y | +50.7% | +33.2% | +17.5% | +24.5% |
| 3Y | +209.0% | +90.2% | +118.8% | +100.9% |
| 5Y | +847.0% | +44.0% | +803.0% | +621.5% |
| 10Y | +184.3% | +133.1% | +51.2% | +50.7% |
| All | +184.3% | +133.2% | +51.1% | +50.7% |
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