+17.7%
MA vs MDLN
+12.8%
+4.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.5% |
| 7D | +1.3% | -0.4% | +1.7% | +1.3% |
| 30D | +9.6% | +9.9% | -0.2% | +8.2% |
| 3M | +16.8% | +10.9% | +5.8% | +15.2% |
| 6M | +35.2% | +2.0% | +33.2% | +34.0% |
| YTD | +16.6% | -6.0% | +22.6% | +15.3% |
| All | +17.7% | +12.8% | +4.9% | +16.3% |
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