+1,607.8%
MU vs IBB
+554.8%
+1,053.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -5.0% | -12.4% | -12.8% |
| 7D | -29.7% | -3.6% | -26.1% | -26.9% |
| 30D | -37.2% | +3.4% | -40.6% | -38.8% |
| 3M | -26.5% | +9.5% | -36.0% | -32.7% |
| 6M | +2.6% | +23.3% | -20.7% | -15.7% |
| YTD | +130.1% | +24.5% | +105.6% | +87.6% |
| 1Y | +176.7% | +32.9% | +143.8% | +112.1% |
| 3Y | +813.1% | +76.6% | +736.5% | +442.8% |
| 5Y | +822.0% | +35.5% | +786.5% | +593.8% |
| 10Y | +3,936.2% | +156.7% | +3,779.4% | +1,606.7% |
| All | +1,607.8% | +554.8% | +1,053.0% | +132.2% |
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 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