+117.3%
IBB vs MDY
+175.0%
-57.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -0.7% |
| 7D | -5.2% | -2.5% | -2.7% | -3.5% |
| 30D | +1.5% | -5.0% | +6.5% | +5.3% |
| 3M | +22.1% | +0.5% | +21.7% | +21.6% |
| 6M | +17.7% | +8.0% | +9.7% | +11.3% |
| YTD | +20.2% | +12.2% | +8.0% | +10.4% |
| 1Y | +44.4% | +14.0% | +30.5% | +31.1% |
| 3Y | +61.1% | +48.2% | +12.9% | +20.4% |
| 5Y | +18.5% | +46.1% | -27.5% | -11.2% |
| All | +117.3% | +175.0% | -57.7% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MDY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling