-15.4%
MDLN vs ACWI
+15.8%
-31.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.0% |
| 7D | -1.2% | +1.1% | -2.3% | -1.7% |
| 30D | -1.5% | -0.2% | -1.3% | -1.4% |
| 3M | +2.6% | +4.7% | -2.1% | +0.9% |
| 6M | -20.9% | +14.5% | -35.3% | -27.0% |
| YTD | -17.4% | +14.6% | -32.0% | -21.8% |
| All | -15.4% | +15.8% | -31.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling