+24.2%
FIX vs IBB
+29.7%
-5.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.1% |
| 7D | +9.4% | -0.5% | +10.0% | +9.9% |
| 30D | -27.8% | +4.6% | -32.3% | -28.9% |
| 3M | -35.6% | +6.8% | -42.4% | -38.2% |
| 6M | -45.2% | +23.1% | -68.3% | -54.3% |
| YTD | +19.5% | +26.0% | -6.6% | -2.4% |
| 1Y | +24.2% | +30.4% | -6.1% | -3.3% |
| All | +24.2% | +29.7% | -5.4% | -3.3% |
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