+514.9%
MKSI vs IBB
+125.5%
+389.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +1.9% | +1.9% |
| 7D | +2.7% | -4.2% | +6.9% | +7.2% |
| 30D | -12.8% | +1.1% | -13.9% | -14.8% |
| 3M | -22.5% | +19.0% | -41.6% | -36.7% |
| 6M | +19.4% | +18.9% | +0.5% | -2.2% |
| YTD | +67.7% | +20.3% | +47.4% | +35.4% |
| 1Y | +131.4% | +41.5% | +89.9% | +57.8% |
| 3Y | +197.3% | +60.3% | +137.1% | +82.4% |
| 5Y | +87.0% | +18.7% | +68.3% | +53.6% |
| All | +514.9% | +125.5% | +389.4% | +207.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling