+260.2%
BE vs MDLN
-0.9%
+261.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -5.2% | +14.8% | +9.3% |
| 7D | +29.8% | -1.2% | +31.0% | +29.6% |
| 30D | +26.4% | -1.5% | +27.9% | +26.1% |
| 3M | +9.3% | +2.6% | +6.7% | +5.9% |
| 6M | +105.1% | -20.9% | +125.9% | +114.2% |
| YTD | +219.0% | -17.4% | +236.5% | +236.0% |
| All | +260.2% | -0.9% | +261.1% | +279.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling