+36.8%
LLY vs MDLN
+15.3%
+21.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +18.4% | -17.8% | -1.4% |
| 7D | +10.1% | +24.7% | -14.6% | +7.2% |
| 30D | +24.0% | +12.7% | +11.3% | +22.4% |
| 3M | +27.3% | -4.0% | +31.3% | +28.3% |
| 6M | +47.0% | -8.7% | +55.6% | +48.3% |
| YTD | +32.6% | -3.9% | +36.5% | +31.3% |
| All | +36.8% | +15.3% | +21.5% | +34.5% |
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