-20.7%
MDLN vs AHR
+14.2%
-34.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -11.1% | -2.1% | -9.0% | -11.0% |
| 30D | -8.4% | +1.9% | -10.2% | -8.5% |
| 3M | -12.4% | +15.7% | -28.0% | -12.1% |
| 6M | -23.3% | +2.5% | -25.8% | -24.5% |
| YTD | -22.5% | +15.0% | -37.6% | -21.7% |
| All | -20.7% | +14.2% | -34.8% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling