+1,348.1%
MUU vs IBB
+49.9%
+1,298.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | +1.2% |
| 7D | +43.7% | +1.6% | +42.0% | +40.1% |
| 30D | -37.2% | +6.7% | -43.9% | -41.9% |
| 3M | -36.1% | +6.3% | -42.4% | -42.5% |
| 6M | -35.7% | +23.9% | -59.6% | -58.5% |
| YTD | +264.0% | +26.6% | +237.4% | +127.4% |
| 1Y | +359.1% | +29.6% | +329.5% | +171.8% |
| All | +1,348.1% | +49.9% | +1,298.2% | +527.6% |
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