+228.5%
BE vs MDLN
+4.5%
+224.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | +3.7% | +16.3% | +20.1% |
| 30D | +7.9% | -0.2% | +8.1% | +7.7% |
| 3M | -13.2% | +6.2% | -19.4% | -15.3% |
| 6M | +53.5% | -14.7% | +68.1% | +60.9% |
| YTD | +191.0% | -12.9% | +203.9% | +207.3% |
| All | +228.5% | +4.5% | +224.0% | +246.9% |
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