-10.8%
MDLN vs APTV
-38.1%
+27.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | 0.0% |
| 7D | +3.7% | +4.8% | -1.1% | +3.8% |
| 30D | -0.2% | +2.0% | -2.2% | -0.2% |
| 3M | +6.2% | -34.2% | +40.5% | +4.0% |
| 6M | -14.7% | -34.7% | +20.0% | -17.1% |
| YTD | -12.9% | -37.0% | +24.1% | -15.4% |
| All | -10.8% | -38.1% | +27.3% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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