+38.0%
CORZ vs MDLN
-0.9%
+38.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.2% | +9.9% | +4.5% |
| 7D | +16.6% | -1.2% | +17.7% | +16.5% |
| 30D | -10.9% | -1.5% | -9.3% | -10.9% |
| 3M | -31.0% | +2.6% | -33.6% | -31.9% |
| 6M | +26.0% | -20.9% | +46.9% | +25.2% |
| YTD | +28.6% | -17.4% | +46.0% | +31.7% |
| All | +38.0% | -0.9% | +38.9% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling