+120.9%
MPC vs IBB
+51.5%
+69.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.1% |
| 7D | +5.4% | +1.4% | +4.0% | +5.7% |
| 30D | +31.0% | +10.5% | +20.5% | +33.6% |
| 3M | +46.0% | +23.6% | +22.4% | +52.3% |
| 6M | +77.3% | +22.6% | +54.7% | +86.3% |
| YTD | +141.9% | +25.7% | +116.2% | +152.1% |
| 1Y | +120.9% | +51.4% | +69.5% | +126.9% |
| All | +120.9% | +51.5% | +69.5% | +126.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling