+148.5%
ASX vs MDLN
+14.2%
+134.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.2% | +1.1% | -3.8% |
| 7D | +22.1% | +0.6% | +21.6% | +22.2% |
| 30D | -23.8% | +12.0% | -35.7% | -23.5% |
| 3M | -7.6% | +12.6% | -20.2% | -7.5% |
| 6M | +6.9% | +3.7% | +3.2% | +8.6% |
| YTD | +127.7% | -4.8% | +132.5% | +137.9% |
| All | +148.5% | +14.2% | +134.3% | +159.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling