+34.8%
MXL vs IBB
+20.0%
+14.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +8.5% |
| 7D | +19.0% | -3.9% | +22.9% | +23.7% |
| 30D | +4.5% | +2.7% | +1.8% | -0.2% |
| 3M | -1.5% | +21.4% | -22.9% | -22.2% |
| 6M | +348.6% | +20.1% | +328.5% | +252.4% |
| YTD | +310.3% | +21.9% | +288.4% | +216.1% |
| 1Y | +344.7% | +44.1% | +300.6% | +179.6% |
| 3Y | +211.2% | +63.4% | +147.8% | +65.5% |
| 5Y | +34.8% | +19.8% | +15.1% | +2.9% |
| All | +34.8% | +20.0% | +14.9% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling