+25.4%
CAH vs MDLN
+4.5%
+20.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.4% | +3.7% | +1.7% | +4.8% |
| 30D | +3.3% | -0.2% | +3.5% | +3.2% |
| 3M | +22.8% | +6.2% | +16.6% | +20.2% |
| 6M | +11.3% | -14.7% | +25.9% | +12.7% |
| YTD | +21.1% | -12.9% | +34.0% | +22.9% |
| All | +25.4% | +4.5% | +20.9% | +26.9% |
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