+226.4%
MU vs IBB
+30.0%
+196.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | +0.4% |
| 7D | +21.6% | +1.6% | +20.0% | +20.1% |
| 30D | -16.2% | +6.7% | -22.9% | -19.3% |
| 3M | -12.4% | +6.3% | -18.7% | -16.5% |
| 6M | +4.2% | +23.9% | -19.7% | -15.5% |
| YTD | +180.0% | +26.6% | +153.4% | +123.2% |
| 1Y | +226.4% | +29.6% | +196.8% | +156.8% |
| All | +226.4% | +30.0% | +196.4% | +156.8% |
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