+492.6%
MTZ vs IBB
+139.6%
+353.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +6.7% |
| 7D | -2.4% | +2.7% | -5.1% | -4.3% |
| 30D | -11.1% | +6.3% | -17.4% | -15.1% |
| 3M | -30.6% | +11.1% | -41.7% | -36.5% |
| 6M | -54.4% | +29.2% | -83.6% | -62.4% |
| YTD | -13.0% | +30.2% | -43.2% | -28.8% |
| 1Y | -5.7% | +39.5% | -45.2% | -26.4% |
| 3Y | +297.2% | +92.3% | +204.8% | +147.0% |
| 5Y | +95.9% | +43.0% | +52.9% | +46.8% |
| 10Y | +492.6% | +137.1% | +355.5% | +226.7% |
| All | +492.6% | +139.6% | +353.0% | +226.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling