-2.1%
MSI vs IBB
+45.6%
-47.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.9% |
| 7D | -5.8% | -1.7% | -4.1% | -5.6% |
| 30D | -1.0% | +4.9% | -5.8% | -1.2% |
| 3M | +14.2% | +24.2% | -10.1% | +13.1% |
| 6M | +1.0% | +23.8% | -22.8% | 0.0% |
| YTD | +21.5% | +23.0% | -1.5% | +20.0% |
| 1Y | -2.1% | +46.2% | -48.3% | -5.9% |
| All | -2.1% | +45.6% | -47.7% | -5.9% |
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