+1,406.0%
MOH vs IBB
+888.1%
+517.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | +0.4% | +1.4% | -1.0% | -0.4% |
| 30D | +2.9% | +10.5% | -7.6% | -3.4% |
| 3M | +4.1% | +23.6% | -19.5% | -8.9% |
| 6M | +33.8% | +22.6% | +11.2% | +16.8% |
| YTD | +15.7% | +25.7% | -10.0% | -1.4% |
| 1Y | +17.5% | +51.4% | -33.8% | -10.8% |
| 3Y | -35.3% | +64.4% | -99.7% | -54.4% |
| 5Y | -26.9% | +22.1% | -49.1% | -39.1% |
| 10Y | +262.9% | +132.5% | +130.4% | +91.0% |
| All | +1,406.0% | +888.1% | +517.9% | +195.9% |
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