-41.5%
MSTU vs IBB
+23.4%
-64.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -3.7% |
| 7D | +12.9% | -3.9% | +16.8% | +22.1% |
| 30D | +68.3% | +2.7% | +65.6% | +61.2% |
| 3M | +0.4% | +21.4% | -21.0% | -31.0% |
| 6M | -41.5% | +20.1% | -61.6% | -57.0% |
| All | -41.5% | +23.4% | -64.9% | -57.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling