+182.1%
ASX vs MDLN
-2.7%
+184.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.4% | +3.7% |
| 7D | +11.1% | -6.2% | +17.3% | +11.5% |
| 30D | +9.6% | +0.7% | +8.9% | +9.3% |
| 3M | +18.6% | -5.4% | +24.1% | +19.0% |
| 6M | +92.1% | -21.6% | +113.7% | +98.8% |
| YTD | +158.5% | -18.9% | +177.4% | +170.2% |
| All | +182.1% | -2.7% | +184.8% | +195.0% |
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 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