+226.9%
MTZ vs IBB
+75.6%
+151.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.1% | -1.9% |
| 7D | -10.6% | -3.6% | -7.0% | -8.7% |
| 30D | -30.4% | +3.4% | -33.8% | -32.5% |
| 3M | -40.4% | +9.5% | -49.9% | -45.6% |
| 6M | -63.7% | +23.3% | -87.0% | -69.8% |
| YTD | -26.9% | +24.5% | -51.4% | -39.9% |
| 1Y | -20.2% | +32.9% | -53.1% | -37.8% |
| All | +226.9% | +75.6% | +151.3% | +83.2% |
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 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