+13,824.2%
MA vs IBB
+828.3%
+12,995.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.6% |
| 7D | -2.7% | +1.4% | -4.1% | -3.6% |
| 30D | +1.5% | +10.5% | -9.0% | -5.1% |
| 3M | +20.4% | +23.6% | -3.2% | +4.4% |
| 6M | +11.1% | +22.6% | -11.5% | -3.7% |
| YTD | +2.0% | +25.7% | -23.7% | -13.4% |
| 1Y | -2.2% | +51.4% | -53.5% | -26.6% |
| 3Y | +41.9% | +64.4% | -22.5% | -1.6% |
| 5Y | +75.4% | +22.1% | +53.2% | +45.9% |
| 10Y | +527.5% | +132.5% | +395.1% | +220.7% |
| All | +13,824.2% | +828.3% | +12,995.8% | +1,854.6% |
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 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