-5.0%
MCD vs IBB
+35.8%
-40.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.8% |
| 7D | +7.1% | -1.8% | +9.0% | +7.4% |
| 30D | +19.8% | +5.1% | +14.7% | +18.9% |
| 3M | +0.8% | +10.7% | -9.9% | -0.9% |
| 6M | -1.3% | +22.9% | -24.2% | -4.3% |
| YTD | -7.8% | +26.7% | -34.4% | -12.0% |
| 1Y | -5.0% | +35.1% | -40.1% | -12.9% |
| All | -5.0% | +35.8% | -40.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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