+167.0%
MPC vs IBB
+75.6%
+91.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -3.1% |
| 7D | -12.8% | -3.6% | -9.1% | -12.2% |
| 30D | -12.7% | +3.4% | -16.1% | -13.3% |
| 3M | +27.1% | +9.5% | +17.6% | +24.2% |
| 6M | +45.8% | +23.3% | +22.5% | +37.8% |
| YTD | +134.7% | +24.5% | +110.2% | +119.7% |
| 1Y | +106.0% | +32.9% | +73.1% | +87.3% |
| All | +167.0% | +75.6% | +91.4% | +101.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling