-18.2%
IBM vs MDLN
-7.1%
-11.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.5% | +3.9% |
| 7D | +3.6% | -11.1% | +14.7% | +6.2% |
| 30D | +3.1% | -8.4% | +11.5% | +5.0% |
| 3M | -10.8% | -12.4% | +1.5% | -7.5% |
| 6M | -0.8% | -23.3% | +22.4% | +5.5% |
| YTD | -16.2% | -22.5% | +6.4% | -12.0% |
| All | -18.2% | -7.1% | -11.1% | -14.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling