+14.2%
LIN vs MDLN
+4.5%
+9.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +3.7% | -5.8% | -2.3% |
| 30D | -2.4% | -0.2% | -2.2% | -2.4% |
| 3M | -5.6% | +6.2% | -11.8% | -5.8% |
| 6M | -3.4% | -14.7% | +11.3% | -3.5% |
| YTD | +13.1% | -12.9% | +26.0% | +12.6% |
| All | +14.2% | +4.5% | +9.6% | +13.8% |
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