-53.6%
APP vs MDLN
-2.7%
-50.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.9% |
| 7D | -4.4% | -6.2% | +1.8% | -3.3% |
| 30D | -10.0% | +0.7% | -10.7% | -10.1% |
| 3M | -41.4% | -5.4% | -36.0% | -40.4% |
| 6M | -41.0% | -21.6% | -19.5% | -37.5% |
| YTD | -54.7% | -18.9% | -35.8% | -52.2% |
| All | -53.6% | -2.7% | -50.9% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling