+156.9%
ASX vs MDLN
+4.5%
+152.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +3.7% | -4.4% | -1.0% |
| 30D | +2.0% | -0.2% | +2.2% | +2.0% |
| 3M | -1.3% | +6.2% | -7.5% | -2.2% |
| 6M | +71.4% | -14.7% | +86.1% | +76.3% |
| YTD | +135.3% | -12.9% | +148.2% | +144.9% |
| All | +156.9% | +4.5% | +152.3% | +167.4% |
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