-3.8%
MTZ vs IBB
+29.7%
-33.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.0% |
| 7D | +5.0% | -0.5% | +5.5% | +5.4% |
| 30D | -6.0% | +4.6% | -10.6% | -8.1% |
| 3M | -36.1% | +6.8% | -42.9% | -39.6% |
| 6M | -56.9% | +23.1% | -80.0% | -63.8% |
| YTD | -15.9% | +26.0% | -41.9% | -30.5% |
| 1Y | -3.8% | +30.4% | -34.2% | -23.2% |
| All | -3.8% | +29.7% | -33.5% | -23.2% |
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