+92.1%
MA vs IBB
+43.4%
+48.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.1% |
| 7D | -1.8% | -1.4% | -0.4% | -1.2% |
| 30D | +11.0% | +6.8% | +4.2% | +7.6% |
| 3M | +17.9% | +9.2% | +8.6% | +12.6% |
| 6M | +33.2% | +28.3% | +4.8% | +17.3% |
| YTD | +16.5% | +29.4% | -12.9% | +1.6% |
| 1Y | +19.1% | +33.2% | -14.1% | +2.3% |
| 3Y | +70.6% | +90.2% | -19.6% | +16.9% |
| 5Y | +92.1% | +44.0% | +48.1% | +40.6% |
| All | +92.1% | +43.4% | +48.7% | +40.6% |
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