+32.4%
MA vs IBB
+22.6%
+9.8%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | -2.0% |
| 7D | +3.2% | -3.6% | +6.8% | +3.6% |
| 30D | +15.9% | +3.4% | +12.6% | +16.0% |
| 3M | +15.2% | +9.5% | +5.7% | +15.0% |
| 6M | +32.4% | +23.3% | +9.1% | +31.8% |
| All | +32.4% | +22.6% | +9.8% | +31.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling