-37.8%
MOH vs IBB
+60.8%
-98.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.5% |
| 7D | -1.3% | -5.2% | +3.9% | 0.0% |
| 30D | +3.0% | +1.5% | +1.5% | +2.4% |
| 3M | +1.2% | +22.1% | -20.9% | -4.4% |
| 6M | +41.7% | +17.7% | +24.0% | +34.9% |
| YTD | +15.4% | +20.2% | -4.8% | +8.4% |
| 1Y | +11.8% | +44.4% | -32.6% | -2.7% |
| All | -37.8% | +60.8% | -98.6% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling