+546.3%
IBB vs MDY
+854.3%
-308.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.2% |
| 7D | +1.6% | +3.0% | -1.4% | -0.8% |
| 30D | +6.7% | +0.8% | +5.9% | +6.1% |
| 3M | +6.3% | -5.1% | +11.5% | +11.0% |
| 6M | +23.9% | +1.2% | +22.7% | +22.6% |
| YTD | +26.6% | +12.5% | +14.1% | +14.6% |
| 1Y | +29.6% | +13.8% | +15.9% | +16.2% |
| 3Y | +86.1% | +56.4% | +29.6% | +26.9% |
| 5Y | +40.3% | +35.3% | +5.0% | +6.8% |
| 10Y | +128.1% | +167.7% | -39.7% | -7.7% |
| All | +546.3% | +854.3% | -308.0% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling