+33.3%
CORZ vs MDLN
-2.7%
+36.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.5% |
| 7D | +7.6% | -6.2% | +13.8% | +7.3% |
| 30D | -6.9% | +0.7% | -7.7% | -6.8% |
| 3M | -33.0% | -5.4% | -27.6% | -33.7% |
| 6M | +19.3% | -21.6% | +40.9% | +18.4% |
| YTD | +24.2% | -18.9% | +43.2% | +27.1% |
| All | +33.3% | -2.7% | +36.0% | +37.0% |
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