+70.1%
MDT vs IBB
+126.8%
-56.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +1.0% | -0.5% | +1.6% | +1.3% |
| 30D | +9.2% | +4.6% | +4.6% | +6.7% |
| 3M | +14.5% | +6.8% | +7.7% | +10.4% |
| 6M | +37.3% | +23.1% | +14.2% | +23.6% |
| YTD | +9.8% | +26.0% | -16.2% | -2.6% |
| 1Y | +10.5% | +30.4% | -19.8% | -3.6% |
| 3Y | +57.4% | +85.4% | -28.0% | +14.0% |
| 5Y | +1.2% | +39.7% | -38.6% | -17.0% |
| All | +70.1% | +126.8% | -56.6% | +6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling