+15,692.2%
MA vs IBB
+819.9%
+14,872.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | +0.7% |
| 7D | +3.2% | -3.6% | +6.8% | +5.5% |
| 30D | +15.9% | +3.4% | +12.6% | +13.2% |
| 3M | +15.2% | +9.5% | +5.7% | +7.7% |
| 6M | +32.4% | +23.3% | +9.1% | +14.1% |
| YTD | +15.6% | +24.5% | -8.9% | -1.6% |
| 1Y | +19.3% | +32.9% | -13.6% | -2.8% |
| 3Y | +73.0% | +76.6% | -3.6% | +13.9% |
| 5Y | +93.7% | +35.5% | +58.3% | +50.0% |
| 10Y | +575.0% | +156.7% | +418.2% | +221.7% |
| All | +15,692.2% | +819.9% | +14,872.3% | +2,119.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling