+30.4%
IBB vs FLR
+8.4%
+22.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | -0.5% | +5.4% | -5.9% | -1.3% |
| 30D | +4.6% | +2.8% | +1.7% | +4.1% |
| 3M | +6.8% | -6.4% | +13.2% | +7.5% |
| 6M | +23.1% | +8.8% | +14.3% | +20.3% |
| YTD | +26.0% | +23.6% | +2.4% | +20.3% |
| 1Y | +30.4% | +13.8% | +16.6% | +26.1% |
| All | +30.4% | +8.4% | +22.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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