+1,171.8%
MPC vs IBB
+126.8%
+1,045.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.7% |
| 7D | +11.2% | -0.5% | +11.8% | +11.5% |
| 30D | -14.5% | +4.6% | -19.0% | -16.7% |
| 3M | +16.7% | +6.8% | +9.9% | +11.4% |
| 6M | +67.6% | +23.1% | +44.5% | +47.2% |
| YTD | +157.9% | +26.0% | +131.9% | +121.1% |
| 1Y | +116.7% | +30.4% | +86.3% | +81.8% |
| 3Y | +199.8% | +85.4% | +114.3% | +98.6% |
| 5Y | +604.4% | +39.7% | +564.7% | +446.8% |
| All | +1,171.8% | +126.8% | +1,045.0% | +607.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling