+2,544.6%
MU vs IBB
+560.8%
+1,983.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.9% |
| 7D | +9.0% | +1.4% | +7.6% | +7.5% |
| 30D | +13.8% | +10.5% | +3.3% | +2.9% |
| 3M | +2.1% | +23.6% | -21.6% | -16.5% |
| 6M | +153.8% | +22.6% | +131.2% | +108.6% |
| YTD | +256.4% | +25.7% | +230.7% | +186.8% |
| 1Y | +719.8% | +51.4% | +668.4% | +457.9% |
| 3Y | +1,360.4% | +64.4% | +1,296.0% | +821.5% |
| 5Y | +1,312.4% | +22.1% | +1,290.3% | +1,059.5% |
| 10Y | +6,142.6% | +132.5% | +6,010.1% | +2,764.4% |
| All | +2,544.6% | +560.8% | +1,983.8% | +255.0% |
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