+777.0%
FIX vs IBB
+64.8%
+712.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.5% |
| 7D | +6.0% | +1.4% | +4.6% | +5.0% |
| 30D | -7.2% | +10.5% | -17.7% | -14.0% |
| 3M | -15.9% | +23.6% | -39.5% | -28.7% |
| 6M | +12.7% | +22.6% | -9.9% | -3.9% |
| YTD | +72.8% | +25.7% | +47.1% | +44.7% |
| 1Y | +122.9% | +51.4% | +71.5% | +63.8% |
| All | +777.0% | +64.8% | +712.2% | +571.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling