+819.8%
MTZ vs IBB
+554.8%
+265.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.1% | -1.4% |
| 7D | -10.6% | -3.6% | -7.0% | -8.5% |
| 30D | -30.4% | +3.4% | -33.8% | -32.7% |
| 3M | -40.4% | +9.5% | -49.9% | -45.5% |
| 6M | -63.7% | +23.3% | -87.0% | -69.5% |
| YTD | -26.9% | +24.5% | -51.4% | -39.3% |
| 1Y | -20.2% | +32.9% | -53.1% | -36.9% |
| 3Y | +208.1% | +76.6% | +131.6% | +95.4% |
| 5Y | +69.4% | +35.5% | +33.9% | +28.2% |
| 10Y | +440.6% | +156.7% | +283.9% | +139.8% |
| All | +819.8% | +554.8% | +265.0% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling