+33.0%
MCK vs MDLN
+15.3%
+17.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +18.4% | -11.4% | +3.8% |
| 7D | +11.3% | +24.7% | -13.3% | +7.3% |
| 30D | +16.8% | +12.7% | +4.1% | +14.0% |
| 3M | +28.9% | -4.0% | +32.9% | +27.4% |
| 6M | +32.7% | -8.7% | +41.4% | +32.6% |
| YTD | +30.8% | -3.9% | +34.7% | +31.0% |
| All | +33.0% | +15.3% | +17.7% | +33.1% |
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