+1,079.5%
MPC vs IBB
+156.3%
+923.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.1% |
| 7D | -16.2% | -1.8% | -14.4% | -15.5% |
| 30D | -15.7% | +5.1% | -20.8% | -18.2% |
| 3M | +24.9% | +10.7% | +14.2% | +17.1% |
| 6M | +52.7% | +22.9% | +29.8% | +34.3% |
| YTD | +131.9% | +26.7% | +105.2% | +98.3% |
| 1Y | +96.6% | +35.1% | +61.5% | +61.7% |
| 3Y | +163.8% | +80.2% | +83.6% | +78.4% |
| 5Y | +533.1% | +37.8% | +495.3% | +397.4% |
| All | +1,079.5% | +156.3% | +923.1% | +544.9% |
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 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