+101.7%
MPC vs IBB
+36.9%
+64.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.3% |
| 7D | -8.8% | +0.8% | -9.6% | -8.5% |
| 30D | -14.4% | +5.2% | -19.6% | -12.9% |
| 3M | +21.9% | +8.6% | +13.4% | +25.3% |
| 6M | +60.1% | +27.8% | +32.3% | +71.8% |
| YTD | +142.3% | +28.8% | +113.5% | +159.0% |
| 1Y | +101.7% | +36.4% | +65.3% | +111.4% |
| All | +101.7% | +36.9% | +64.8% | +111.4% |
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