+1,014.6%
MU vs IBB
+43.4%
+971.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.4% | +11.5% |
| 7D | +2.0% | -1.4% | +3.4% | +4.3% |
| 30D | -18.0% | +6.8% | -24.8% | -22.2% |
| 3M | -6.6% | +9.2% | -15.8% | -14.2% |
| 6M | +2.0% | +28.3% | -26.3% | -19.9% |
| YTD | +184.5% | +29.4% | +155.1% | +121.8% |
| 1Y | +236.9% | +33.2% | +203.7% | +155.3% |
| 3Y | +987.0% | +90.2% | +896.8% | +491.3% |
| 5Y | +1,014.6% | +44.0% | +970.6% | +640.3% |
| All | +1,014.6% | +43.4% | +971.3% | +640.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling