+445.3%
MP vs IBB
+56.2%
+389.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.2% |
| 7D | -2.9% | +1.4% | -4.3% | -4.2% |
| 30D | +13.8% | +10.5% | +3.3% | +3.2% |
| 3M | -16.7% | +23.6% | -40.3% | -32.6% |
| 6M | -11.5% | +22.6% | -34.1% | -28.1% |
| YTD | +7.9% | +25.7% | -17.7% | -14.4% |
| 1Y | -15.0% | +51.4% | -66.4% | -44.5% |
| 3Y | +153.5% | +64.4% | +89.1% | +51.5% |
| 5Y | +58.7% | +22.1% | +36.5% | +23.9% |
| All | +445.3% | +56.2% | +389.1% | +272.0% |
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