-20.7%
MDLN vs AON
-13.2%
-7.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.8% |
| 7D | -11.1% | -6.3% | -4.8% | -9.8% |
| 30D | -8.4% | -14.1% | +5.7% | -5.6% |
| 3M | -12.4% | -9.5% | -2.9% | -10.4% |
| 6M | -23.3% | -4.0% | -19.2% | -21.6% |
| YTD | -22.5% | -13.8% | -8.7% | -21.2% |
| All | -20.7% | -13.2% | -7.5% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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