-3.7%
MDLN vs APA
+105.0%
-108.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -0.9% |
| 7D | -0.4% | +8.5% | -9.0% | +1.5% |
| 30D | +9.9% | +2.8% | +7.1% | +10.8% |
| 3M | +10.9% | +21.7% | -10.8% | +14.4% |
| 6M | +2.0% | +32.6% | -30.7% | +6.9% |
| YTD | -6.0% | +103.7% | -109.7% | -4.6% |
| All | -3.7% | +105.0% | -108.8% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling