+194.2%
DELL vs MDLN
+15.3%
+178.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +18.4% | -27.2% | -4.5% |
| 7D | -24.6% | +24.7% | -49.2% | -20.2% |
| 30D | -32.5% | +12.7% | -45.2% | -29.6% |
| 3M | -20.2% | -4.0% | -16.2% | -20.0% |
| 6M | +76.5% | -8.7% | +85.2% | +78.1% |
| YTD | +198.9% | -3.9% | +202.9% | +187.4% |
| All | +194.2% | +15.3% | +178.9% | +181.3% |
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