+42.2%
DE vs MDLN
+15.3%
+27.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +18.4% | -16.8% | +0.7% |
| 7D | +5.6% | +24.7% | -19.1% | +4.5% |
| 30D | -0.8% | +12.7% | -13.5% | -1.4% |
| 3M | +9.8% | -4.0% | +13.9% | +9.5% |
| 6M | +17.5% | -8.7% | +26.2% | +18.1% |
| YTD | +46.5% | -3.9% | +50.4% | +47.2% |
| All | +42.2% | +15.3% | +27.0% | +42.5% |
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