-1.6%
MDLN vs AEIS
-1.5%
-0.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -11.1% | +29.5% | +17.8% |
| 7D | +24.7% | -12.7% | +37.3% | +24.1% |
| 30D | +12.7% | -28.8% | +41.5% | +12.4% |
| 3M | -4.0% | -38.0% | +34.0% | -4.4% |
| 6M | -8.7% | -45.3% | +36.6% | -8.8% |
| YTD | -3.9% | +1.1% | -5.1% | +3.7% |
| All | -1.6% | -1.5% | -0.1% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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