+148.1%
MTZ vs IBB
+64.8%
+83.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.8% |
| 7D | -1.6% | +1.4% | -3.0% | -2.7% |
| 30D | -11.1% | +10.5% | -21.6% | -18.6% |
| 3M | -36.7% | +23.6% | -60.3% | -47.1% |
| 6M | -21.9% | +22.6% | -44.6% | -34.3% |
| YTD | +9.1% | +25.7% | -16.6% | -10.2% |
| 1Y | +30.0% | +51.4% | -21.4% | -8.5% |
| All | +148.1% | +64.8% | +83.3% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling