+45.8%
MPC vs IBB
+22.6%
+23.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -5.7% |
| 7D | -12.8% | -3.6% | -9.1% | -13.6% |
| 30D | -12.7% | +3.4% | -16.1% | -10.9% |
| 3M | +27.1% | +9.5% | +17.6% | +33.4% |
| 6M | +45.8% | +23.3% | +22.5% | +64.0% |
| All | +45.8% | +22.6% | +23.2% | +64.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling