-6.0%
MTZ vs IBB
+38.4%
-44.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +7.3% |
| 7D | -2.4% | +2.7% | -5.1% | -3.7% |
| 30D | -11.1% | +6.3% | -17.4% | -13.8% |
| 3M | -30.6% | +11.1% | -41.7% | -35.7% |
| 6M | -54.4% | +29.2% | -83.6% | -62.6% |
| YTD | -13.0% | +30.2% | -43.2% | -28.9% |
| All | -6.0% | +38.4% | -44.3% | -25.6% |
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