+257.0%
MUU vs IBB
+36.9%
+220.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -0.7% |
| 7D | -32.5% | +0.8% | -33.3% | -30.7% |
| 30D | -55.2% | +5.2% | -60.4% | -56.4% |
| 3M | -40.7% | +8.6% | -49.3% | -46.6% |
| 6M | -43.9% | +27.8% | -71.8% | -62.8% |
| YTD | +203.2% | +28.8% | +174.4% | +105.8% |
| 1Y | +257.0% | +36.4% | +220.6% | +144.1% |
| All | +257.0% | +36.9% | +220.1% | +144.1% |
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