-24.8%
DOCS vs MDLN
+16.3%
-41.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.7% |
| 7D | 0.0% | +21.1% | -21.1% | -3.0% |
| 30D | +7.8% | +12.3% | -4.5% | +5.4% |
| 3M | +20.0% | +15.6% | +4.4% | +17.2% |
| 6M | +26.5% | +3.0% | +23.5% | +24.1% |
| YTD | -25.8% | -3.1% | -22.7% | -26.8% |
| All | -24.8% | +16.3% | -41.1% | -25.4% |
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