+986.5%
MSI vs IBB
+565.6%
+420.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.3% |
| 7D | +2.6% | +1.6% | +1.0% | +1.6% |
| 30D | +18.1% | +6.7% | +11.4% | +13.4% |
| 3M | +13.2% | +6.3% | +6.9% | +8.3% |
| 6M | +36.3% | +23.9% | +12.4% | +18.9% |
| YTD | +39.5% | +26.6% | +12.9% | +19.4% |
| 1Y | +36.9% | +29.6% | +7.2% | +15.2% |
| 3Y | +76.1% | +86.1% | -10.0% | +16.8% |
| 5Y | +123.7% | +40.3% | +83.4% | +73.1% |
| 10Y | +664.3% | +128.1% | +536.3% | +316.8% |
| All | +986.5% | +565.6% | +420.9% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling