+420.4%
FIX vs IBB
+75.6%
+344.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.0% | -6.5% | -8.3% |
| 7D | -27.2% | -3.6% | -23.6% | -25.4% |
| 30D | -46.9% | +3.4% | -50.3% | -48.0% |
| 3M | -44.4% | +9.5% | -53.9% | -48.4% |
| 6M | -50.9% | +23.3% | -74.2% | -58.7% |
| YTD | +3.5% | +24.5% | -21.0% | -13.5% |
| 1Y | -2.1% | +32.9% | -35.0% | -22.0% |
| All | +420.4% | +75.6% | +344.8% | +234.1% |
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