-1.1%
MSI vs IBB
+51.5%
-52.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -3.7% | +1.4% | -5.1% | -3.8% |
| 30D | +6.8% | +10.5% | -3.7% | +6.1% |
| 3M | +14.3% | +23.6% | -9.3% | +13.0% |
| 6M | -1.6% | +22.6% | -24.2% | -3.0% |
| YTD | +22.8% | +25.7% | -2.9% | +21.0% |
| 1Y | -1.1% | +51.4% | -52.5% | -5.3% |
| All | -1.1% | +51.5% | -52.6% | -5.3% |
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 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