+953.9%
MSI vs IBB
+566.2%
+387.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.5% |
| 7D | +4.7% | -1.8% | +6.5% | +5.5% |
| 30D | +14.8% | +5.1% | +9.7% | +11.0% |
| 3M | +8.8% | +10.7% | -1.9% | +1.7% |
| 6M | +19.3% | +22.9% | -3.6% | +4.5% |
| YTD | +35.3% | +26.7% | +8.6% | +15.7% |
| 1Y | +33.8% | +35.1% | -1.3% | +9.9% |
| 3Y | +74.4% | +80.2% | -5.8% | +17.9% |
| 5Y | +120.5% | +37.8% | +82.7% | +72.5% |
| 10Y | +685.2% | +161.2% | +524.0% | +292.0% |
| All | +953.9% | +566.2% | +387.8% | +91.3% |
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