-20.7%
MDLN vs AVTR
+35.1%
-55.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -11.1% | -1.1% | -10.0% | -10.9% |
| 30D | -8.4% | +6.3% | -14.7% | -9.6% |
| 3M | -12.4% | +53.3% | -65.7% | -20.4% |
| 6M | -23.3% | +78.6% | -101.9% | -32.2% |
| YTD | -22.5% | +29.2% | -51.8% | -29.0% |
| All | -20.7% | +35.1% | -55.8% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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