-39.7%
DOCS vs MDLN
+4.5%
-44.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.4% | +3.7% | -5.1% | -1.8% |
| 30D | +21.8% | -0.2% | +22.0% | +21.6% |
| 3M | +27.3% | +6.2% | +21.1% | +29.3% |
| 6M | -0.3% | -14.7% | +14.3% | -0.3% |
| YTD | -40.5% | -12.9% | -27.6% | -40.2% |
| All | -39.7% | +4.5% | -44.3% | -39.0% |
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