+19.8%
IBB vs FRSH
-72.5%
+92.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -4.2% | -6.6% | +2.4% | -3.2% |
| 30D | +1.1% | +2.1% | -1.0% | +0.6% |
| 3M | +19.0% | +29.0% | -9.9% | +13.6% |
| 6M | +18.9% | +48.6% | -29.8% | +10.0% |
| YTD | +20.3% | -2.9% | +23.3% | +19.1% |
| 1Y | +41.5% | -7.9% | +49.4% | +41.1% |
| 3Y | +60.3% | -46.5% | +106.8% | +70.9% |
| All | +19.8% | -72.5% | +92.3% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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