-3.5%
MSFU vs IBB
+42.2%
-45.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.6% | +10.8% | +12.7% |
| 7D | +8.2% | +2.2% | +6.0% | +7.6% |
| 30D | +10.2% | +6.3% | +3.9% | +8.6% |
| 3M | +22.9% | +16.3% | +6.6% | +18.6% |
| 6M | +63.2% | +30.0% | +33.2% | +53.6% |
| YTD | +11.7% | +31.1% | -19.4% | +3.6% |
| 1Y | -3.5% | +42.0% | -45.5% | -13.6% |
| All | -3.5% | +42.2% | -45.7% | -13.6% |
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