-1.1%
IGV vs MDLN
+15.3%
-16.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +18.4% | -17.5% | -0.5% |
| 7D | -7.5% | +24.7% | -32.1% | -9.1% |
| 30D | -5.6% | +12.7% | -18.3% | -6.5% |
| 3M | +1.5% | -4.0% | +5.5% | +1.9% |
| 6M | +17.1% | -8.7% | +25.8% | +18.4% |
| YTD | -2.0% | -3.9% | +1.9% | -2.4% |
| All | -1.1% | +15.3% | -16.4% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 1y: compounded portfolio wealth divided by compounded MDLN 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…
1y analysis · Full analysis span regression · 6 months rolling