+2,683.6%
MUU vs IBB
+44.3%
+2,639.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +7.3% |
| 7D | +15.0% | -3.9% | +18.9% | +24.0% |
| 30D | +36.8% | +2.7% | +34.1% | +25.1% |
| 3M | -8.5% | +21.4% | -29.9% | -41.8% |
| 6M | +320.7% | +20.1% | +300.7% | +174.7% |
| YTD | +599.7% | +21.9% | +577.8% | +347.5% |
| 1Y | +2,569.2% | +44.1% | +2,525.1% | +1,082.4% |
| All | +2,683.6% | +44.3% | +2,639.2% | +1,134.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling