+120.3%
IBB vs MDY
+177.6%
-57.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.1% |
| 7D | -3.9% | -0.8% | -3.1% | -3.3% |
| 30D | +2.7% | -3.9% | +6.6% | +5.7% |
| 3M | +21.4% | 0.0% | +21.4% | +21.3% |
| 6M | +20.1% | +8.5% | +11.5% | +13.1% |
| YTD | +21.9% | +13.2% | +8.6% | +11.2% |
| 1Y | +44.1% | +15.0% | +29.1% | +29.9% |
| 3Y | +63.4% | +49.6% | +13.8% | +21.3% |
| 5Y | +19.8% | +46.0% | -26.3% | -10.3% |
| All | +120.3% | +177.6% | -57.3% | -3.2% |
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