-34.5%
APH vs MDLN
+4.5%
-39.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.5% | -52.2% | -47.8% |
| 7D | -48.7% | +5.6% | -54.3% | -48.8% |
| 30D | -51.9% | -0.2% | -51.7% | -51.7% |
| 3M | -43.6% | +6.2% | -49.8% | -45.3% |
| 6M | -37.5% | -14.7% | -22.9% | -36.1% |
| YTD | -38.6% | -12.9% | -25.8% | -35.6% |
| All | -34.5% | +4.5% | -39.0% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling