+160.4%
BE vs MDLN
+15.3%
+145.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +18.4% | -24.7% | -4.8% |
| 7D | -12.1% | +24.7% | -36.8% | -10.5% |
| 30D | -30.1% | +12.7% | -42.8% | -28.9% |
| 3M | -12.1% | -4.0% | -8.1% | -12.2% |
| 6M | -30.6% | -8.7% | -21.9% | -26.3% |
| YTD | +130.6% | -3.9% | +134.6% | +147.0% |
| All | +160.4% | +15.3% | +145.1% | +178.9% |
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