+133.5%
IMMX price history and return analytics
+60.4%
+73.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +3.0% |
| 7D | +18.0% | +0.4% | +17.7% | +18.0% |
| 30D | -9.4% | -2.6% | -6.8% | -5.8% |
| 3M | -11.8% | -3.2% | -8.6% | -7.6% |
| 6M | -12.1% | +0.9% | -13.0% | -12.9% |
| YTD | +63.9% | +11.3% | +52.6% | +44.6% |
| 1Y | +172.1% | +14.0% | +158.1% | +134.1% |
| 3Y | +131.0% | +75.8% | +55.2% | +24.7% |
| All | +133.5% | +60.4% | +73.1% | +108.5% |
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