+6.5%
FIX vs IBB
+35.8%
-29.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.5% |
| 7D | -17.5% | -1.8% | -15.6% | -16.4% |
| 30D | -41.6% | +5.1% | -46.6% | -42.7% |
| 3M | -40.6% | +10.7% | -51.3% | -44.7% |
| 6M | -49.4% | +22.9% | -72.3% | -57.5% |
| YTD | +9.2% | +26.7% | -17.5% | -11.1% |
| 1Y | +6.5% | +35.1% | -28.7% | -19.2% |
| All | +6.5% | +35.8% | -29.3% | -19.2% |
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