+35.4%
MSI vs IBB
+36.9%
-1.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +7.4% | +0.8% | +6.6% | +7.2% |
| 30D | +18.7% | +5.2% | +13.6% | +18.2% |
| 3M | +14.5% | +8.6% | +5.9% | +13.7% |
| 6M | +38.1% | +27.8% | +10.3% | +36.4% |
| YTD | +38.7% | +28.8% | +9.9% | +36.9% |
| 1Y | +35.4% | +36.4% | -1.0% | +33.9% |
| All | +35.4% | +36.9% | -1.5% | +33.9% |
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