+258.3%
BE vs MDLN
-7.1%
+265.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.4% | +6.2% | +6.7% |
| 7D | +9.0% | -11.1% | +20.1% | +8.5% |
| 30D | +16.3% | -8.4% | +24.6% | +15.7% |
| 3M | +10.8% | -12.4% | +23.2% | +9.2% |
| 6M | +73.2% | -23.3% | +96.5% | +80.7% |
| YTD | +217.4% | -22.5% | +239.9% | +233.3% |
| All | +258.3% | -7.1% | +265.3% | +276.2% |
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