+124.1%
IBB vs MDY
+165.7%
-41.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.3% |
| 7D | +1.6% | +3.0% | -1.4% | -0.5% |
| 30D | +6.7% | +0.8% | +5.9% | +6.2% |
| 3M | +6.3% | -5.1% | +11.5% | +10.4% |
| 6M | +23.9% | +1.2% | +22.7% | +22.8% |
| YTD | +26.6% | +12.5% | +14.1% | +16.2% |
| 1Y | +29.6% | +13.8% | +15.9% | +18.0% |
| 3Y | +86.1% | +56.4% | +29.6% | +34.2% |
| 5Y | +40.3% | +35.3% | +5.0% | +11.1% |
| All | +124.1% | +165.7% | -41.6% | +11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling