-20.7%
MDLN vs APA
+88.4%
-109.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.5% |
| 7D | -11.1% | +4.6% | -15.7% | -10.6% |
| 30D | -8.4% | +11.9% | -20.3% | -7.2% |
| 3M | -12.4% | +22.5% | -34.9% | -10.0% |
| 6M | -23.3% | +37.5% | -60.8% | -21.9% |
| YTD | -22.5% | +87.2% | -109.7% | -22.7% |
| All | -20.7% | +88.4% | -109.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling