+6.6%
HL vs MDLN
+4.5%
+2.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.5% | +3.7% | -2.2% | +1.1% |
| 30D | +25.1% | -0.2% | +25.3% | +25.0% |
| 3M | +22.9% | +6.2% | +16.7% | +19.5% |
| 6M | -4.9% | -14.7% | +9.8% | -3.4% |
| YTD | +7.8% | -12.9% | +20.7% | +9.7% |
| All | +6.6% | +4.5% | +2.1% | +7.2% |
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