-81.4%
IXHL price history and return analytics
+23.3%
-104.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -10.9% | +0.4% | -11.3% | -11.4% |
| 30D | +5.4% | +1.0% | +4.4% | +3.7% |
| 3M | +5.0% | +2.4% | +2.6% | +1.0% |
| 6M | -18.1% | +12.0% | -30.1% | -31.8% |
| YTD | -69.8% | +15.3% | -85.1% | -76.4% |
| 1Y | -81.4% | +22.6% | -103.9% | -84.4% |
| All | -81.4% | +23.3% | -104.7% | -84.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling