-92.7%
MSTU vs IBB
+51.5%
-144.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -1.2% |
| 7D | +21.3% | +1.4% | +19.9% | +17.0% |
| 30D | +90.8% | +10.5% | +80.3% | +52.6% |
| 3M | -6.8% | +23.6% | -30.4% | -44.8% |
| 6M | -39.8% | +22.6% | -62.4% | -62.2% |
| YTD | -55.7% | +25.7% | -81.4% | -73.5% |
| 1Y | -92.7% | +51.4% | -144.0% | -97.5% |
| All | -92.7% | +51.5% | -144.1% | -97.5% |
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