+89.3%
IBB vs MDY
+58.3%
+31.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | +0.8% | 0.0% | +0.8% | +0.9% |
| 30D | +5.2% | +1.0% | +4.2% | +4.5% |
| 3M | +8.6% | -4.1% | +12.7% | +12.0% |
| 6M | +27.8% | +0.6% | +27.2% | +27.0% |
| YTD | +28.8% | +12.9% | +15.9% | +17.2% |
| 1Y | +36.4% | +14.6% | +21.8% | +22.8% |
| 3Y | +89.3% | +57.1% | +32.3% | +34.5% |
| All | +89.3% | +58.3% | +31.0% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling