-14.2%
BA vs MDLN
+15.3%
-29.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +18.4% | -16.2% | -0.3% |
| 7D | +5.9% | +24.7% | -18.8% | +2.6% |
| 30D | -8.2% | +12.7% | -20.9% | -9.9% |
| 3M | -25.4% | -4.0% | -21.3% | -25.5% |
| 6M | -20.0% | -8.7% | -11.3% | -19.6% |
| YTD | -18.5% | -3.9% | -14.5% | -17.5% |
| All | -14.2% | +15.3% | -29.5% | -13.0% |
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