-1.6%
MDLN vs AFRM
+3.0%
-4.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +5.0% | +13.3% | +17.5% |
| 7D | +24.7% | +3.1% | +21.6% | +24.0% |
| 30D | +12.7% | +1.1% | +11.6% | +12.3% |
| 3M | -4.0% | -3.2% | -0.8% | -4.0% |
| 6M | -8.7% | +12.7% | -21.4% | -10.4% |
| YTD | -3.9% | +1.6% | -5.5% | -13.3% |
| All | -1.6% | +3.0% | -4.6% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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