-10.8%
MDLN vs IBB
+25.9%
-36.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | +3.7% | +1.4% | +2.3% | +2.9% |
| 30D | -0.2% | +10.5% | -10.7% | -6.5% |
| 3M | +6.2% | +23.6% | -17.4% | -7.8% |
| 6M | -14.7% | +22.6% | -37.3% | -25.8% |
| YTD | -12.9% | +25.7% | -38.6% | -25.1% |
| All | -10.8% | +25.9% | -36.7% | -23.7% |
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