+1,623.7%
MKSI vs IBB
+540.8%
+1,083.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.7% |
| 7D | +6.6% | -3.9% | +10.5% | +10.2% |
| 30D | -8.2% | +2.7% | -11.0% | -11.2% |
| 3M | -16.4% | +21.4% | -37.8% | -30.4% |
| 6M | +23.0% | +20.1% | +2.9% | +3.3% |
| YTD | +68.2% | +21.9% | +46.3% | +39.4% |
| 1Y | +148.6% | +44.1% | +104.4% | +78.4% |
| 3Y | +196.0% | +63.4% | +132.6% | +95.7% |
| 5Y | +87.4% | +19.8% | +67.6% | +62.1% |
| 10Y | +523.8% | +127.0% | +396.8% | +224.0% |
| All | +1,623.7% | +540.8% | +1,083.0% | +207.5% |
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