-3.0%
IGV vs MDLN
-7.1%
+4.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -2.9% | -11.1% | +8.2% | -1.9% |
| 30D | -1.5% | -8.4% | +6.9% | -0.8% |
| 3M | +11.7% | -12.4% | +24.1% | +13.3% |
| 6M | +18.4% | -23.3% | +41.7% | +21.6% |
| YTD | -3.9% | -22.5% | +18.6% | -2.6% |
| All | -3.0% | -7.1% | +4.0% | -1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling