+14.4%
FIX vs IBB
+42.2%
-27.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +2.6% | -17.7% | -16.3% |
| 7D | -18.9% | +2.2% | -21.1% | -19.8% |
| 30D | -36.3% | +6.3% | -42.6% | -38.2% |
| 3M | -38.5% | +16.3% | -54.8% | -44.7% |
| 6M | -42.3% | +30.0% | -72.2% | -53.7% |
| YTD | +17.1% | +31.1% | -14.0% | -6.9% |
| 1Y | +14.4% | +42.0% | -27.6% | -18.6% |
| All | +14.4% | +42.2% | -27.8% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling