+279.3%
FTI vs IBB
+64.6%
+214.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.3% |
| 7D | -0.2% | -1.7% | +1.5% | +0.4% |
| 30D | +12.3% | +4.9% | +7.5% | +10.1% |
| 3M | +13.8% | +24.2% | -10.5% | +3.6% |
| 6M | +24.3% | +23.8% | +0.4% | +12.8% |
| YTD | +75.8% | +23.0% | +52.8% | +59.8% |
| 1Y | +99.6% | +46.2% | +53.5% | +65.8% |
| All | +279.3% | +64.6% | +214.8% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling