+80.5%
MKSI vs IBB
+17.9%
+62.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -0.8% |
| 7D | +4.9% | -5.2% | +10.1% | +11.0% |
| 30D | -11.0% | +1.5% | -12.4% | -13.6% |
| 3M | -17.1% | +22.1% | -39.2% | -35.3% |
| 6M | +16.4% | +17.7% | -1.3% | -5.5% |
| YTD | +64.3% | +20.2% | +44.1% | +29.9% |
| 1Y | +137.7% | +44.4% | +93.3% | +51.9% |
| 3Y | +189.1% | +61.1% | +128.0% | +65.9% |
| All | +80.5% | +17.9% | +62.6% | +22.7% |
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