+73.1%
MA vs IBB
+22.5%
+50.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -2.7% | +1.4% | -4.1% | -3.3% |
| 30D | +1.5% | +10.5% | -9.0% | -3.3% |
| 3M | +20.4% | +23.6% | -3.2% | +8.7% |
| 6M | +11.1% | +22.6% | -11.5% | +0.4% |
| YTD | +2.0% | +25.7% | -23.7% | -9.3% |
| 1Y | -2.2% | +51.4% | -53.5% | -21.0% |
| 3Y | +41.9% | +64.4% | -22.5% | +7.5% |
| All | +73.1% | +22.5% | +50.6% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling