+504.3%
MUU vs IBB
+42.2%
+462.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -17.9% |
| 7D | -35.9% | +2.2% | -38.1% | -38.2% |
| 30D | -47.1% | +6.3% | -53.5% | -51.7% |
| 3M | -29.8% | +16.3% | -46.1% | -47.4% |
| 6M | +16.0% | +30.0% | -14.0% | -29.4% |
| YTD | +286.1% | +31.1% | +254.9% | +137.6% |
| 1Y | +504.3% | +42.0% | +462.4% | +223.2% |
| All | +504.3% | +42.2% | +462.1% | +223.2% |
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 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