+686.0%
IMAX price history and return analytics
+374.2%
+311.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.5% | +0.4% | +2.1% | +2.1% |
| 30D | +2.0% | +1.0% | +1.0% | +1.1% |
| 3M | +32.1% | +2.4% | +29.7% | +28.4% |
| 6M | +25.5% | +12.0% | +13.5% | +12.1% |
| YTD | +39.7% | +15.3% | +24.4% | +21.3% |
| 1Y | +76.8% | +22.6% | +54.2% | +45.1% |
| 3Y | +171.9% | +74.7% | +97.3% | +58.8% |
| 5Y | +239.1% | +66.1% | +172.9% | +110.9% |
| 10Y | +65.5% | +225.0% | -159.5% | -43.1% |
| All | +686.0% | +374.2% | +311.8% | +120.8% |
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