+527.8%
IBB vs IFF
+597.4%
-69.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -1.8% |
| 7D | -1.7% | -0.2% | -1.5% | -1.6% |
| 30D | +4.9% | -0.3% | +5.2% | +4.9% |
| 3M | +24.2% | +18.6% | +5.7% | +15.4% |
| 6M | +23.8% | +17.4% | +6.5% | +14.3% |
| YTD | +23.0% | +28.5% | -5.5% | +8.9% |
| 1Y | +46.2% | +32.5% | +13.6% | +27.4% |
| 3Y | +64.8% | +34.1% | +30.8% | +39.4% |
| 5Y | +20.9% | -35.2% | +56.1% | +33.1% |
| 10Y | +121.6% | -21.1% | +142.7% | +105.1% |
| All | +527.8% | +597.4% | -69.6% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IFF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling