+1,106.1%
MUU vs IBB
+52.6%
+1,053.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -0.3% |
| 7D | -32.5% | +0.8% | -33.3% | -30.9% |
| 30D | -55.2% | +5.2% | -60.4% | -57.4% |
| 3M | -40.7% | +8.6% | -49.3% | -49.0% |
| 6M | -43.9% | +27.8% | -71.8% | -66.2% |
| YTD | +203.2% | +28.8% | +174.4% | +82.4% |
| 1Y | +257.0% | +36.4% | +220.6% | +86.7% |
| All | +1,106.1% | +52.6% | +1,053.5% | +403.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling