+6.3%
AZN vs MDLN
+15.3%
-9.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +18.4% | -15.6% | +1.6% |
| 7D | +11.5% | +24.7% | -13.1% | +9.9% |
| 30D | +20.8% | +12.7% | +8.0% | +19.6% |
| 3M | +21.5% | -4.0% | +25.5% | +21.2% |
| 6M | +3.0% | -8.7% | +11.7% | +2.9% |
| YTD | +3.9% | -3.9% | +7.8% | +2.6% |
| All | +6.3% | +15.3% | -9.0% | +4.7% |
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 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