+102.8%
MSI vs IBB
+22.5%
+80.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -3.7% | +1.4% | -5.1% | -4.2% |
| 30D | +6.8% | +10.5% | -3.7% | +2.5% |
| 3M | +14.3% | +23.6% | -9.3% | +4.7% |
| 6M | -1.6% | +22.6% | -24.2% | -9.8% |
| YTD | +22.8% | +25.7% | -2.9% | +11.0% |
| 1Y | -1.1% | +51.4% | -52.5% | -18.3% |
| 3Y | +70.5% | +64.4% | +6.1% | +32.4% |
| All | +102.8% | +22.5% | +80.3% | +68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling