+540.9%
MPC vs IBB
+34.6%
+506.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -2.8% |
| 7D | -12.8% | -3.6% | -9.1% | -12.1% |
| 30D | -12.7% | +3.4% | -16.1% | -13.5% |
| 3M | +27.1% | +9.5% | +17.6% | +23.6% |
| 6M | +45.8% | +23.3% | +22.5% | +36.7% |
| YTD | +134.7% | +24.5% | +110.2% | +118.3% |
| 1Y | +106.0% | +32.9% | +73.1% | +87.1% |
| 3Y | +165.5% | +76.6% | +88.9% | +115.6% |
| 5Y | +540.9% | +35.5% | +505.4% | +398.3% |
| All | +540.9% | +34.6% | +506.3% | +398.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling