-93.4%
MSTU vs IBB
+45.6%
-139.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.2% | -6.5% | -3.7% |
| 7D | +16.1% | -1.7% | +17.8% | +20.8% |
| 30D | +68.7% | +4.9% | +63.8% | +52.2% |
| 3M | -11.0% | +24.2% | -35.2% | -48.2% |
| 6M | -33.4% | +23.8% | -57.2% | -59.7% |
| YTD | -59.5% | +23.0% | -82.5% | -74.4% |
| 1Y | -93.4% | +46.2% | -139.5% | -97.5% |
| All | -93.4% | +45.6% | -139.0% | -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