+2,981.5%
MUU vs IBB
+51.5%
+2,930.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +13.1% |
| 7D | +17.4% | +1.4% | +16.0% | +14.3% |
| 30D | +24.0% | +10.5% | +13.5% | -1.6% |
| 3M | -23.9% | +23.6% | -47.5% | -52.2% |
| 6M | +284.4% | +22.6% | +261.8% | +149.7% |
| YTD | +583.7% | +25.7% | +558.0% | +320.4% |
| 1Y | +2,981.5% | +51.4% | +2,930.1% | +952.0% |
| All | +2,981.5% | +51.5% | +2,930.0% | +952.0% |
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 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