-40.1%
MDB vs IBB
+40.3%
-80.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +3.1% |
| 7D | +11.6% | +1.6% | +9.9% | +9.4% |
| 30D | -8.9% | +6.7% | -15.6% | -15.5% |
| 3M | -22.4% | +6.3% | -28.7% | -28.9% |
| 6M | +10.1% | +23.9% | -13.8% | -18.2% |
| YTD | -19.0% | +26.6% | -45.6% | -42.3% |
| 1Y | -7.0% | +29.6% | -36.6% | -36.3% |
| 3Y | -9.8% | +86.1% | -95.9% | -67.4% |
| 5Y | -40.1% | +40.3% | -80.4% | -55.8% |
| All | -40.1% | +40.3% | -80.4% | -55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling