-7.5%
MLM vs IBB
+32.8%
-40.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.3% | +1.5% |
| 7D | +9.1% | +2.2% | +6.9% | +8.4% |
| 30D | +14.6% | +6.3% | +8.3% | +12.4% |
| 3M | +0.3% | +16.3% | -16.0% | -5.8% |
| 6M | -7.5% | +30.0% | -37.4% | -19.1% |
| All | -7.5% | +32.8% | -40.2% | -19.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling