-87.2%
MSTU vs IBB
+42.2%
-129.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.6% | +7.7% | +4.8% |
| 7D | -4.8% | +2.2% | -7.1% | -8.9% |
| 30D | -29.6% | +6.3% | -35.9% | -37.2% |
| 3M | +69.4% | +16.3% | +53.1% | +26.0% |
| 6M | -62.2% | +30.0% | -92.2% | -78.4% |
| YTD | -61.1% | +31.1% | -92.2% | -76.8% |
| 1Y | -87.2% | +42.0% | -129.1% | -93.7% |
| All | -87.2% | +42.2% | -129.4% | -93.7% |
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