+687.8%
IMAX price history and return analytics
+363.9%
+323.9%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.0% |
| 7D | +2.5% | -0.3% | +2.8% | +2.7% |
| 30D | -1.6% | -1.4% | -0.1% | -0.3% |
| 3M | +1.0% | -1.4% | +2.4% | +2.1% |
| 6M | +46.9% | +5.5% | +41.4% | +38.9% |
| YTD | +40.0% | +12.8% | +27.2% | +23.9% |
| 1Y | +59.1% | +15.4% | +43.7% | +37.8% |
| 3Y | +177.8% | +76.9% | +101.0% | +60.3% |
| 5Y | +162.9% | +60.4% | +102.5% | +68.5% |
| 10Y | +66.7% | +232.8% | -166.1% | -43.9% |
| All | +687.8% | +363.9% | +323.9% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling